A complete list of active advisors currently associated with Thomas Smith And Associates, Inc.

Warmer can help you find a great advisor at Thomas Smith And Associates, Inc. or one who fits your needs even better.

Thomas Smith and Associates, Inc. provides discretionary investment advisory services to high‑net‑worth individuals and trusts, managing fully diversified portfolios primarily made up of individual equities, exchange‑traded funds, and cash. The firm reports approximately $11.5 million in assets under management across five client accounts and is staffed by two investment professionals. Portfolios are constructed using strategic and tactical asset allocation with an emphasis on tax and cost efficiency, and client objectives and any imposed investment restrictions are used to tailor portfolios. The firm states it continuously monitors capital market conditions and client circumstances and performs internal account reviews on a weekly basis to implement portfolio adjustments. Notably, the firm does not serve non‑high‑net‑worth individual clients, a client mix that is uncommon among supported firms and reflects a concentration on larger, longer‑term accounts. Other operational practices that distinguish the firm include a required relationship with a recommended broker‑dealer (Charles Schwab), trades placed separately in individual client accounts rather than aggregated, proxy voting left to clients, and the provision of annual performance and holdings reports for the year‑end period.

To learn more about the advisors currently working at Thomas Smith And Associates, Inc., 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.