# SMITH FINANCIAL INVESTMENT ADVISORS, INC.

SMITH FINANCIAL INVESTMENT ADVISORS, INC. of KOKOMO, IN is an SEC-registered investment adviser.

## Registration

- CRD: 154022
- Type: SEC-registered investment adviser
- SEC file number: 801-71492
- Location: 1830 S. PLATE ST., KOKOMO, IN, 46902
- Phone: 765-459-4111
- Latest filing: 2026-03-27
- Regulatory AUM: $456.9M
- Discretionary AUM: $289.6M
- Non-discretionary AUM: $167.3M
- Clients: 5
- Accounts: 550

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Aaron Taylor Smith | CHIEF COMPLIANCE OFFICER | — |
| Richard Allen Smith | PRESIDENT | — |
| SMITH CRAIG ALLEN | PRESIDENT | — |
| SMITH AARON TAYLOR | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154022/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154022/similar
- Related entities: https://search.stillhousedata.com/firm/154022/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154022

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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.