Philosmith Capital Corporation
- Regulatory AUM
- $380M
- Discretionary
- $380M
- Clients
- 3
- Avg AUM / client
- $127M
- Accounts
- 3
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $39.2M | 10.3% |
| Insurance companies | 2 | $341M | 89.7% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Inglis, James, Earl | Vice President, Secretary & Treasurer | Jan 1998 (29y) | 25% – 50% | |
| Hagerty, Francis, Joseph | Vice President | Aug 1998 (28y) | 10% – 25% | |
| Ogrady, Michele, Corridor | Vice President & Cco | Oct 1998 (28y) | 5% – 10% | |
| Amen, James, Andrew | President | Apr 2009 (17y) | 25% – 50% | |
| Salmon, David, Anthony | Vice President | Apr 2018 (8y) | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- State Street $280M (74% of AUM) Mar 2026
- Morgan Stanley $61.0M (16% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗