A complete list of active advisors currently associated with Smith Thornton Advisors, LLC

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

Smith Thornton Advisors serves individual and high‑net‑worth clients and also provides company‑sponsored retirement plan consulting to plan sponsors. Services include discretionary and non‑discretionary asset management, written financial planning, and retirement plan design, investment lineup selection, monitoring, education, and benchmarking. The firm tailors advice to client objectives, time horizon, and risk tolerance and employs a mix of approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term strategies while noting potential tax impacts. Accounts are reviewed at least quarterly, and the firm typically recommends custodians with existing relationships (Charles Schwab and Fidelity) while permitting clients to direct brokerage choices. Noteworthy features in the brochure include the firm’s role in retirement‑plan consulting and its explicit discussion of municipal securities risk, indicating experience with municipal obligations and the particular liquidity and tax considerations those entail. The firm’s principals also maintain outside roles as registered representatives and independent insurance agents (up to 30% of their time), a disclosed affiliation that the firm identifies as a potential conflict and says it addresses through fiduciary obligations and client disclosure.

To learn more about the advisors currently working at Smith Thornton Advisors, 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.