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Smith Thornton Advisors LLC
Smith Thornton Advisors, LLC is a privately owned wealth management company and SEC Registered Investment Adviser (RIA) headquartered in Huntsville, Alabama. Founded by Richard J. Smith and Steven C. Thornton, the firm has over thirty years of history serving clients through personal investment portfolios and employer-sponsored retirement plans. Known for a client-first approach and fiduciary standard of care, the firm employs a team-based model to deliver high-quality, personalized financial advice for individuals, families, and businesses.
Investment Strategy
Smith Thornton Advisors, LLC provides personalized wealth management, focusing on retirement planning, investment portfolio construction, and comprehensive financial planning for both individuals and employer-sponsored retirement plans. The firm integrates proprietary planning processes, such as Financial Architecture and PlanEXCEL, to oversee wealth across generations, working collaboratively with clients' legal and tax advisors. Smith Thornton Advisors emphasizes education, innovation, and a fiduciary standard to provide prudent, client-centric solutions and adapt to evolving market conditions.
Latest 13F Filing Activity
Smith Thornton Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 132 equity positions with a total 13F market value of $174M. The fund increased holdings in Ishares TR, Capital Group Growth Etf, Capital Group Dividend Value among other positions. Smith Thornton Advisors LLC reduced exposure to Victory Portfolios II, Gildan Activewear Inc., Lancaster Colony Corp. among others.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.96% | $8.6M | 218,694 | $35.54 | $39.49 | +$1.4M |
C CGGR | CAPITAL GROUP GROWTH ETF | 4.31% | $7.5M | 184,452 | $35.78 | $40.65 | +$1.5M |
U UITB | VICTORY PORTFOLIOS II | 3.32% | $5.8M | 122,753 | $45.79 | $47.07 | +$83.5K |
U USTB | VICTORY PORTFOLIOS II | 3.23% | $5.6M | 110,405 | $50.19 | $50.82 | -$1.5M |
C CGCB | CAPITAL GRP FIXED INCM ETF T | 2.91% | $5.1M | 192,687 | $26.10 | $26.30 | +$3.3K |
Industry Allocation
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