Jeffrey Brandon Allred
Investment adviser representative at Smh Capital Advisors LLC
10 yearsExperience
1 stateRegistered in
$503.1MFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Smh Capital Advisors LLCMar 2026 to now
- Self-employedApr 2016 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Smh Capital Advisors LLC
$503.1MAssets managed
171Clients
3Advisers
29 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
- 5377160
- Firm CRD
- 108344