Benjamin Caleb Smith
Investment adviser representative at Smith Asset Management Co., LLC
11 yearsExperience
1 stateRegistered in
$281.2MFirm assets
11 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Smith Asset Management Co., LLCMay 2021 to now
- Stetson University of LawAug 2020 to now
- US ArmyMay 2015 to Sep 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Smith Asset Management Co., LLC
$281.2MAssets managed
776Clients
3Advisers
11 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
- 7410065
- Firm CRD
- 127684