RIA Intel›Advisers›SMP ASSET MANAGEMENT, LLC

SMP ASSET MANAGEMENT, LLC

Advisory

N·

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$255M
1-Year AUM Growth
-1.5%
3-Year CAGR
-1.1%
Employees
1
Assets Under Management
Total AUM$255M
Discretionary AUM$255M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers2
Employee Growth (1Y)-50.0%
Filing History
Total Filings on Record9
First FilingMar 31, 2021
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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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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