RIA Intel›Advisers›Alaska›CATHERINE R. SMITH, FINANCIAL PLANNER, LLC

CATHERINE R. SMITH, FINANCIAL PLANNER, LLC

Advisory

ANCHORAGE, AK

Data as of Feb 13, 2026 · Source: SEC Form ADV

Average account
$577K
across 54 accounts
AUM per adviser
$31M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$31M
Discretionary %
100%
Clients
18
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$31M
Discretionary AUM$31M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAK, AZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AK

Closest by assets under management. All figures from Form ADV.

OUTLOOK, INC.
ANCHORAGE, AK
$31M
CHRISTOPHER J. HODEL
$34M
ARTICA FINANCIAL SERVICES LLC
ANCHORAGE, AK
$28M
BRIGHT STAR INVESTMENT MANAGEMENT, LLC
JUNEAU, AK
$26M
+4.8% 1Y
SHORT PUT YIELD, LLC
$24M
ALASKA WEALTH MANAGEMENT LLC
ANCHORAGE, AK
$23M

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