# CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S of LAKELAND, FL is an SEC-registered investment adviser.

## Registration

- CRD: 104914
- Type: SEC-registered investment adviser
- SEC file number: 801-35294
- Location: 205 EAST ORANGE STREET #310, LAKELAND, FL, 33801-4611
- Phone: 863-688-1725
- Latest filing: 2026-03-27
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $5.9M
- Clients: 60
- Accounts: 7,364

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| Smith Lamont Charles | PRESIDENT/DIRECTOR; PRESIDENT/TREASURER/DIRECTOR | DENVER, CO |
| Leila Mehrizi Shaver | CHIEF COMPLIANCE OFFICER | — |
| Peter Charles Golotko | PRESIDENT/DIRECTOR; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| Michael Aaron Riskin | VICE PRESIDENT/TREASURER/DIRECTOR | — |
| Nolen Bryan Bailey | VICE PRESIDENT/SECRETARY/DIRECTOR | — |
| Anthony Mario Corrao | FINANCIAL PLANNING DIRECTOR/PARTNER | — |
| Erica Marie Lupercio | BRAND DIRECTOR/PARTNER | — |
| MCCABE MICHAEL JOSEPH | CPALLIANCE DIRECTOR/PARTNER | — |
| GOLOTKO PETER CHARLES | DIRECTOR/CHIEF COMPLIANCE OFFICER; DIRECTOR/COMPLIANCE OFFICER; PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| LUFFMAN JAMES MARTIN | SECRETARY/DIRECTOR; VICE PRESIDENT/SECRETARY/DIRECTOR | — |
| SMITH CHARLES PHELAN | PRESIDENT/TREASURER/DIRECTOR | — |
| ASHLEYIII FRANK MARSH | VICE PRESIDENT/DIRECTOR | — |
| BAILEY BRYAN | VICE PRESIDENT/DIRECTOR; VICE PRESIDENT/SECRETARY/DIRECTOR | — |
| LUFFMAN JAMES | SECRETARY/DIRECTOR | — |
| ASHLEY FRANK | VICE PRESIDENT/DIRECTOR | — |
| ASHLEY PATRICIA JILL | SPOUSE/RIA | — |
| RISKIN MICHAEL AARON | TREASURER/DIRECTOR; VICE PRESIDENT/TREASURER/DIRECTOR | — |
| CORRAO ANTHONY MARIO | FINANCIAL PLANNING DIRECTOR/PARTNER | — |
| Lupercio Erica Marie | BRAND DIRECTOR/PARTNER | — |
| Leigh Ann Davis | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104914/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104914/similar
- Related entities: https://search.stillhousedata.com/firm/104914/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104914

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.