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SMITH W B & CO INC

Advisory

N·

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$324M
1-Year AUM Growth
-1.7%
3-Year CAGR
+1.9%
Employees
1
Assets Under Management
Total AUM$324M
Discretionary AUM$0
Non-Discretionary AUM$324M
Discretionary %0%
Total Clients5
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingMar 29, 2001
Latest FilingMar 24, 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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