Edward Smith
Smith Capital Management · Loveland, Ohio
Edward Smith is a fee-only financial advisor at Smith Capital Management in Loveland, Ohio, who holds the ChFC credential. Edward charges a percentage of assets and focuses on retirement planning.
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Specialties
Facts
| Firm | Smith Capital Management |
|---|---|
| Based in | Loveland, Ohio |
| Fee model | Percentage of assets |
| Assets under management | $9.5M across 50 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in OH · CRD 2384354 |
| Exams passed | Series 63 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.smithcapmanagement.com |
| Profile |
How Edward's firm compares
- Smith Capital Management's average account is about $190,000, from its Form ADV (assets managed divided by 50 accounts).
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Questions about Edward
Is Edward Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Smith Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Edward charge for financial advice?
Edward charges a percentage of assets.
Where is Edward Smith based?
Edward Smith is based in Loveland, Ohio.
What does Edward specialize in?
Edward's specialties include retirement planning.
What credentials does Edward Smith hold?
Edward Smith holds the ChFC credential.
Is Edward Smith registered with the SEC?
Yes. Edward Smith is registered as an investment adviser representative in OH (CRD 2384354), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Smith Capital Management manage?
Smith Capital Management reports $9.5M across 50 accounts in assets under management.
How do I contact Edward Smith?
Through Edward's website, www.smithcapmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Smith Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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