Tech stack
No one at Smith Financial has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $293M held · filed Mar 2024
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Newport Group Securities, Inc.
Per Form ADV · $25M held · filed Mar 2024