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SMITH BRUER

TALLAHASSEE, FL · CRD 284508 · IAPD ↗ · smithbruer.com · 850-877-0803

$238.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2025 — SMITH BRUER ADVISORS is now doing business as SMITH BRUER.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
March 2025 — SMITH BRUER ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
April 2024 — SMITH BRUER ADVISORS changed its website from smithbrueradvisors.com to smithbruer.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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