Spencer Thomas Smith
Investment adviser representative at Financial Management, Inc.
10 yearsExperience
1 stateRegistered in
$224.5MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Financial Management, Inc.Dec 2024 to now
- University of OklahomaAug 2024 to now
- Crews & Associates, Inc.Jun 2024 to Dec 2024
- University of ArkansasAug 2023 to May 2024
- Uark Federal Credit UnionAug 2022 to Aug 2023
- University of ArkansasAug 2021 to Aug 2022
- Smith Lawn Care, LLCJan 2014 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AR).
Financial Management, Inc.
$224.5MAssets managed
184Clients
8Advisers
3 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
- 8032707
- Firm CRD
- 108350