SPENCER SMITH ASSET MANAGEMENT, INC.

SPENCER SMITH ASSET MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 312678). Regulatory assets under management: $46.2M.

Registration

• CRD: 312678
• Type: Registered investment adviser
• Phone: 305-872-2490
• Latest filing: 2026-01-29
• Regulatory AUM: $46.2M
• Discretionary AUM: $43.4M
• Non-discretionary AUM: $2.8M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312678 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search