# CATHERINE R. SMITH, FINANCIAL PLANNER, LLC

CATHERINE R. SMITH, FINANCIAL PLANNER, LLC of ANCHORAGE, AK is an SEC-registered investment adviser.

## Registration

- CRD: 139909
- Type: SEC-registered investment adviser
- Location: 1501 W. 34TH AVENUE, ANCHORAGE, AK, 99503
- Phone: 907-562-2438
- Latest filing: 2026-02-13
- Regulatory AUM: $31.2M
- Discretionary AUM: $31.2M
- Clients: 3
- Accounts: 54

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139909/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139909/similar
- Related entities: https://search.stillhousedata.com/firm/139909/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139909

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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.