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SML ADVISORY LLC

Advisory

NM

Data as of May 18, 2026 · Source: SEC Form ADV

Average account
$89K
across 14 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM
$1M
Discretionary %
100%
Clients
14
Employees
1

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$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NM
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NM

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

REDW STANLEY WEALTH ADVISORS, LLC
ALBUQUERQUE, NM
$1M
+9.0% 1Y
HANSEATIC MANAGEMENT, INC.
ALBUQUERQUE, NM
$750K
0.0% 1Y
CARPENTER KRAIG LEE
$746K
COUNTER. LLC
$550K
DYAD CAPITAL LLC
ALBUQUERQUE, NM
$2M

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