Smith Bruer Advisors, Llc
- Regulatory AUM
- $238M
- Discretionary
- $173M
- Clients
- 270
- Avg AUM / client
- $883K
- Accounts
- 458
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $53.6M | 22.5% |
| High net worth individuals | 61 | $119M | 50.1% |
| Pension and profit sharing plans | 20 | $65.4M | 27.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Smith Bruer United 401(k) Plan Americantcs Fiduciary Services, Llc | 2024 |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Marshall Smith | Managing Member | Feb 2015 (12y) | 25% – 50% | |
| Rene Louis Bruer | Managing Member | CFP | Feb 2015 (12y) | 25% – 50% |
| Steven Michael Hiraga | Chief Compliance Officer | CFP | Feb 2015 (12y) | 5% – 10% |
| Joseph Alexander Sunday | Registered representative | CFP | May 2021 (5y) | |
| Elizabeth Bruer | Registered representative | CFP | Jan 2023 (4y) | |
| Canyon Lee Gray | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 45% 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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Smith Bruer United 401(k) Plan | Americantcs Fiduciary Services, Llc | 561 | $29.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.07 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
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $173M (73% of AUM) Mar 2026
- National Financial Services (Fidelity) $36.4M (23% of AUM) Dec 2022
- Mid Atlantic Trust Company $35.0M (15% of AUM) Mar 2026
- Ascensus Broker Dealer Services, Llc $30.4M (13% of AUM) Mar 2026
- Mtg, Llc $3.4M (3% of AUM) Dec 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 04, 2026.
View current Form ADV (SEC/IAPD) ↗