Smi Advisory Services, LLC
SMI Advisory Services, LLC is a registered investment adviser headquartered in Columbus, Indiana. Founded in 2011, the firm provides discretionary investment management primarily for individual investors (including both non-high-net-worth and high-net-worth individuals) and some institutional clients. As of January 2025, SMI manages approximately $840 million in assets with a small team of around 5 employees, all of whom are investment professionals.
Investment Strategy
SMI Advisory Services, LLC applies a discretionary investment management approach, primarily serving individual investors. The firm manages diversified portfolios that typically include significant allocations to ETFs, mutual funds, and some direct equity holdings, with an emphasis on steady, long-term capital growth and risk management. Their client-centric philosophy focuses on personalized financial goals, employing a blend of passive and active strategies to balance growth and stability according to each client’s risk profile.
Top Holdings
Equity Positions (54)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FCTE | ETF OPPORTUNITIES TRUST | 13.68% | $72.3M | 2,747,906 | $27.21 | $26.59 | -$1.4M |
G GLD | SPDR GOLD TR | 8.61% | $45.5M | 127,316 | $261.47 | $355.47 | +$4.1M |
B BSCP | INVESCO EXCH TRD SLF IDX FD | 4.85% | $25.7M | 1,239,406 | $20.48 | $20.69 | +$1.0M |
B BIV | VANGUARD BD INDEX FDS | 4.70% | $24.9M | 318,471 | $76.22 | $78.09 | +$817.1K |
I IVV | ISHARES TR | 4.35% | $23.0M | 34,192 | $483.63 | $669.30 | +$1.3M |