A complete list of active advisors currently associated with SMEAC Financial, LLC

Warmer can help you find a great advisor at SMEAC Financial, LLC or one who fits your needs even better.

The firm's sole investment adviser serves individual clients, high‑net‑worth individuals and business entities, providing discretionary and non‑discretionary portfolio management, financial planning, and consulting. It charges percentage‑of‑AUM advisory fees and also offers family office and wealth transfer planning services in addition to standard portfolio management. Investment advice is tailored to each client and may use unaffiliated model portfolios, with ongoing monitoring and rebalancing. The firm’s stated investment toolkit includes fundamental and technical analysis and, notably for a small, solo adviser, may employ options, margin, short sales, frequent trading and exposure to leveraged ETFs and derivatives, which can increase complexity and risk. Compared with peers, the firm is relatively small—managing roughly $10.7 million for about 22 clients—but offers family office services and insurance product sales (the adviser is separately licensed as an insurance agent, which can create commission conflicts). The firm also requires use of a specific custodian (Charles Schwab) and discloses receipt of brokerage research/benefits, and it recorded a 2024 regulatory examination finding related to recordkeeping and disclosure that resulted in a Consent Order and $3,000 civil penalty in September 2025.

To learn more about the advisors currently working at SMEAC Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Blake Cate Jr.	Nolensville, TN	46

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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