RIA Intel›Advisers›Florida›SPENCER SMITH ASSET MANAGEMENT, INC.

SPENCER SMITH ASSET MANAGEMENT, INC.

Advisory

FL

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in FL

#1,656

of 2,610 advisers by AUM

Average account

$608K

across 76 accounts

AUM per adviser

$46M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$46M

Discretionary AUM$43M

Non-Discretionary AUM$3M

Discretionary %93.9%

Total Clients56

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

56 clients

The full client-type breakdown and the share of AUM each category represents.

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