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Caleb James Smith

Investment adviser representative at Fisher Investments
10 yearsExperience
1 stateRegistered in
$386.7BFirm assets
39 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Fisher InvestmentsApr 2024 to now
  2. FortinetMay 2023 to Mar 2024
  3. Blind SalamanderJan 2022 to Apr 2023
  4. Green ParrotJan 2021 to Jan 2022
  5. UnemployedAug 2019 to Jan 2021
  6. Texas TreeventuresSep 2017 to Aug 2019
  7. The Woodlands TownshipMay 2016 to Sep 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (TX).

Fisher Investments

Legal name: Fisher Asset Management, LLC

$386.7BAssets managed
199,922Clients
2,984Advisers
39 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
7945806
Firm CRD
107342
Advisor's SEC record (opens in a new tab)
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