Cale Michael Smith
Investment adviser representative at Bastion Fiduciary
18 yearsExperience
2 statesRegistered in
$125.2MFirm assets
1 yearFirm in business
Are you Cale Michael Smith? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Bastion Fiduciary, LLCMay 2024 to now
- Islamorada Investment Management, LLPApr 2008 to Mar 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Bastion Fiduciary
Legal name: Bastion Fiduciary, LLC
$125.2MAssets managed
242Clients
6Advisers
1 yearIn 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
- 5525448
- Firm CRD
- 333420