SMITH MOORE & CO.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.37B |
| Discretionary | $2.11B89% of AUM |
| Non-Discretionary | $266.4M |
| Client Accounts | 5,865 |
| Avg Account Size | $404K |
| Employees | 65 |
| Peak AUM | $2.37BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.4B | +18.1% | +17.8% | +13.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.37B |
| Discretionary | $2.11B |
| Employees | 65 |
| Client Accounts | 5865 |
| Client Range | 51-100 |
Contact & Location
Address
7777 BONHOMME AVENUE
CLAYTON MO 63105
Phone
314-727-5225
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.1B
88.8% of AUM
Non-Discretionary
$266M
11.2% of AUM
Disc. mix ▼ 5.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Broker-DealerBanking Institution
Related Entities (Item 7)
Broker-DealerInvestment Adviser