RIA Intel›Advisers›Florida›CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

CHAS. P. SMITH & ASSOCIATES, PA, CPA'S

Advisory

N·LAKELAND, FL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$2.9B
1-Year AUM Growth
+12.9%
3-Year CAGR
+6.9%
Employees
21
Assets Under Management
Total AUM$2.9B
Discretionary AUM$2.9B
Non-Discretionary AUM$6M
Discretionary %99.8%
Total Clients3,276
Team
Total Employees21
Investment Advisers60
Employee Growth (1Y)-16.0%
Filing History
Total Filings on Record63
First FilingJan 29, 2001
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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