SMITH CFP, KARYN

SMITH CFP, KARYN of NORMAL, IL is an SEC-registered investment adviser (CRD 321738). Regulatory assets under management: $600K.

Registration

• CRD: 321738
• Type: Registered investment adviser
• Location: 1106 SHERIDAN ROAD, NORMAL, IL, 61761
• Phone: 404-583-2732
• Latest filing: 2026-03-27
• Regulatory AUM: $600K
• Discretionary AUM: $600K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 321738 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search