Fisher\Smb
Carrollton, TX·SEC-registered · CRD #331205
Fisher\Smb is an SEC-registered investment advisory firm in Carrollton, TX managing $6.8B across 1.8k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.8B
Client accounts
1.8k
Advisory staff
4
Fee model
Fee-based
How Fisher\Smb is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Fisher\Smb
How much does Fisher\Smb manage?
Per its most recent SEC Form ADV filing (06/04/2026), Fisher\Smb reports $6.8B in regulatory assets under management across roughly 1.8k client accounts.
How does Fisher\Smb charge?
Fisher\Smb is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fisher\Smb a fiduciary?
Yes. Fisher\Smb is registered with the U.S. Securities and Exchange Commission (CRD #331205), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fisher\Smb taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fisher\Smb and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Carrollton, TX
Profile compiled from Fisher\Smb's public SEC Form ADV filing (CRD #331205, filed 06/04/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fisher\Smb. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fisher\Smb? Claim this profile.