Eric Bernum
Investment adviser representative at Smith Capital Investors, LLC
22 yearsExperience
1 stateRegistered in
CFADesignation
$13.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Smith Capital Investors, LLCApr 2018 to now
- Alps Distributors, Inc.Apr 2018 to now
- JP Morgan ChaseMay 2017 to Apr 2018
- Janus Distributors LLCJun 2005 to Mar 2017
- Janus Manaagement Holdings CorpDec 2004 to Mar 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Smith Capital Investors, LLC
$13.1BAssets managed
6Clients
4Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4897273
- Firm CRD
- 294402