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SMI ADVISORY SERVICES, LLC

COLUMBUS, IN · CRD 137872 · IAPD ↗ · smiprivateclient.com · 800-796-4975

$949.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
40States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
February 2026 — SMI ADVISORY SERVICES, LLC changed its website from smifund.com to smiprivateclient.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
April 2024 — SMI ADVISORY SERVICES, LLC notice-filed in SD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.