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Anthony Shayne Ayers

Advisor at SMI Advisory Services, LLC — Columbus, IN

Updated today

Credentials

CFA®, Series 63

Experience

12 years

Location

Columbus, IN 47203

SMI Advisory Services, LLC logo

SMI Advisory Services, LLC

Team

Total advisors

7

Clients per advisor

154 Very High

Avg AUM per client

$669,444 Low

HNW client ratio

0% Very Low

About

Anthony Ayers is a CFA® charterholder with 11 years of industry experience. He is affiliated with SMI Advisory Services, LLC and has worked at Omnium Capital since 2001. SMI Advisory Services manages approximately $949 million in discretionary assets, serving individual investors and investment companies primarily through separately managed accounts and its family of open-end mutual funds. The firm employs a quantitative, mechanical investment approach based on momentum algorithms and manages portfolios through a wrap-fee program while maintaining its own mutual funds.

Client services

Based on SMI Advisory Services, LLC

Portfolio management

Expertise

Based on SMI Advisory Services, LLC

Passive / index investing Active portfolio management Private / alternative investments

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Fee options

Percentage

$100,000 - $249,999: 1.00% annually $250,000 - $999,999: 0.95% annually $1,000,000+: 0.85% annually

Other

Account minimum: $100,000 Fee-only: Annual management fees based on asset tiers as stated; no commissions or other compensation accepted.

Location

Columbus, IN

4400 Ray Boll Blvd.

Columbus IN 47203

Advisors at this office

7

Most active in

Indiana

Work history

12 years of industry experience

Omnium Capital

2001 - Present • 25 years

Columbus, IN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Patrick A

CFP®, Series 65

Columbus, IN

WWA Planning & Investments

Patrick Andrews is a CFP® professional with five years of industry experience, currently serving at WWA Planning & Investments since 2021. Prior to this, he worked for eight years at Cummins, Inc. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, as well as certain retirement plans and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management, offers ESG screening upon request, and provides educational seminars and workshops to the community.

General retirement planning ESG / Sustainable investing Debt management Cash flow / budgeting
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Jimmy K

Series 63, Series 65

Columbus, IN

McAvoy Kemp Wealth Management, LLC

Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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John E

Series 63

Columbus, IN

Kessler Investment Group, LLC

John Eisenbarth is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds a Series 63 designation and has worked at Gladstone Wealth Partners since 2021, as well as at Kessler Investment Group since 2010. Gladstone Wealth Partners is an enterprise firm with 107 advisors, serving clients through institutional advisory services and asset management.

Wealth management Active portfolio management Tax-loss harvesting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Cheryl M

Series 66

Columbus, IN

McAvoy Kemp Wealth Management, LLC

Cheryl McAvoy is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with McAvoy Kemp Wealth Management since 2007. Outside of her advisory role, McAvoy serves as a board member for Columbus City Utilities and is the managing partner of Simon Media LLC. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm manages approximately $63.8 million for around 110 clients, offering individualized financial planning and discretionary portfolio management with a focus on mutual funds and ETFs.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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Craig K

Series 63, Series 66

Columbus, IN

Kessler Investment Group, LLC

Craig Kessler is a financial advisor with Kessler Investment Group, LLC in Columbus, Indiana, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has worked at Gladstone Wealth Partners since 2020 while maintaining his role at Kessler Investment Group since 2009. Outside of advisory services, Kessler is president and sole owner of Kessler Property Group, LLC, which manages real estate holdings including the firm’s office. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base including individuals, ERISA plans, trusts, charitable organizations, and insurance companies. The firm employs an Active vs. Passive approach, blending passive allocations with sector-focused active management, and serves as a sub-adviser and program participant for third-party firms.

Wealth management Active portfolio management Tax-loss harvesting College savings (529s, UTMA, etc.) Retired Founder/Business Owner Mid-Career Professionals
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Jalene H

CFP®, Series 65

Columbus, IN

WWA Planning & Investments

Jalene Hahn is a CFP® with 21 years of industry experience and has been with WWA Planning & Investments since 2015. She holds a Series 65 license and is based in Columbus, Indiana. Outside of her advisory role, she serves as an unpaid registration agent for a dormant LLC. WWA Planning & Investments is a fee-only advisory firm serving individuals, including high-net-worth clients, retirement plans, and charitable organizations. The firm employs an evidence-based planning process integrated with portfolio management and offers services such as comprehensive financial planning, discretionary and non-discretionary portfolio management, and educational seminars.

General retirement planning ESG / Sustainable investing Debt management Cash flow / budgeting
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