Jefferson City, MO 2422 Hyde Park Road Office
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Smith Moore & Co.
Multi-team
Firm-wide stats for Smith Moore & Co.
About
Smith Moore & Co. provides investment advisory and financial planning services to a mix of individual clients (including high‑net‑worth households), corporations, and pension/profit‑sharing plans, managing assets through both discretionary and non‑discretionary accounts. The firm’s advisory services cover portfolio management across stocks, bonds, mutual funds, ETFs, options and select alternative investments, and include model portfolios (the Smith Moore Select Models using American Funds) and access to third‑party investment managers.
The firm describes an open‑architecture investment approach that combines proprietary model offerings, individual advisor portfolio construction, and outsourced managers, with periodic reviews and rebalancing to align accounts with clients’ objectives and risk tolerances. Investment selection methods noted in the brochure include fundamental and technical analysis and charting, and advisors work with clients to define whether accounts are managed on a discretionary or non‑discretionary basis.
Smith Moore is also registered as a broker‑dealer and its financial advisors are registered representatives and licensed to sell insurance, so advisors can provide brokerage execution and insurance products in addition to advisory services; the brochure discloses that these activities generate commissions and other transaction‑based compensation and that the firm monitors the resulting conflicts. The firm’s clearing relationship with RBC is disclosed to include a one‑time cash incentive in 2021 and ongoing marketing/recruiting payments, and the brochure describes policies the firm uses to address these arrangements while stating there are no disciplinary matters the firm believes would be material to a client’s evaluation.
Based on Smith Moore & Co.
Location
2422 Hyde Park Road, Suite A
Jefferson City MO 65109
Advisors at this office
4
Advisors at this office
Alex L
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Alex Lecure is a financial advisor at Smith, Moore & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at K.W. Chambers & Co. and several nonprofit organizations focused on children’s services. He also provides seasonal tax preparation services outside of his advisory role. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans, utilizing an open-architecture approach that combines proprietary models, individual advisor portfolio construction, and third-party managers.
Christina H
Series 63, Series 65
Jefferson City, MO
Smith, Moore & Co.
Christina Hake is a financial advisor at Smith, Moore & Co. with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at the firm since 2018. Prior to that, she was affiliated with Wealth Management Partners, LLC, Saxony Capital Management, and Saxony Securities Inc. She is also licensed as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs a multi-team approach with approximately 50 advisors managing around $2.0 billion in assets and uses both advisor-managed accounts and third-party manager solutions.
Hope G
CFP®, Series 66
Jefferson City, MO
Smith, Moore & Co.
Hope Gerdes is a CFP® professional with 11 years of experience in the financial advisory industry. She has worked at Smith, Moore & Co. since 2022 and previously spent eight years at Edward Jones. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing approximately $2.0 billion in client assets.
Harry H
Series 63, Series 66
Jefferson City, MO
Smith, Moore & Co.
Harry Hopkins is a financial advisor at Smith, Moore & Co. in Jefferson City, MO, holding Series 63 and Series 66 credentials with 42 years of industry experience. He has been with Smith, Moore & Co. since 2004. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, investment consulting, and model-portfolio solutions. The firm employs both advisor-managed accounts and third-party manager arrangements, overseeing about $2.0 billion in client assets.
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