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Our Foundation
Smith Anglin & Co. founded in 1967 as a partnership between Walter D. Smith and Bobby H. Anglin.
Building on the Tax Planning Legacy
Partner Steve Anglin joins the firm in August 1986, expanding Smith Anglin’s accounting and tax planning expertise.
Growing Our Client Base
Partner Chris Lott joins the firm and merges his clients from his previous wealth management practice.
Focusing on Pilots
Partners Steve Anglin and Chris Lott offer financial planning services starting with Southwest pilots.
Partners Weston Pollock and Rex Moxley join the firm bringing key pilot relationships and experience with Delta and United retirement programs.
A Rise to the Top
Smith Anglin becomes a registered rep under HD Vest Investment Securities and becomes the top producing office for two years in a row.
Our Independent Advisory Practice Debuts
Smith Anglin Financial launches as an independent Registered Investment Advisor (RIA) and establishes a custodial relationship with Fidelity Investments.
Adopting the Multi-Custodian Model
Smith Anglin Financial adds Charles Schwab Investments as a second custodian to offer its wealth advisory clients access to a greater selection of investment options.
Office Relocation
Smith Anglin continues to grow and relocates to a newer, larger office building so we have room to expand our team.
Expanding Our Airline Expertise
Smith Anglin Financial acquires pilot-focused advisory firm Rhoads Lucca Capital, adding FedEx to its airline portfolio and expanding The 401k AutopilotSM program to pilots from major commercial and carrier airlines.
Acquisitions and Expansion
Smith Anglin Financial acquires RMG Capital adding senior advisor Gary Shalhoob, CFA to the wealth advisory team and $100MM in assets under management.
More office is needed for our growing team and Smith Anglin relocates to a new, even larger space at our present location.
Named to Financial Times 300 Top Registered Investment Advisers in US
Smith Anglin named a Top 300 Registered Investment Advisers in US by Financial Times.
Rated Best Places to Work for Advisors
Smith Anglin named by InvestmentNews to list of “Best Places to Work for Financial Advisers”.
Named to Financial Times 300 Top Registered Investment Advisers in US
Smith Anglin named a Top 300 Registered Investment Advisers in US by Financial Times.
Firm reaches 1 billion in AUM despite the challenges of the COVID pandemic and sets a firm record new assets under management.
Rated Best Places to Work for Advisors
Smith Anglin named by InvestmentNews to list of “Best Places to Work for Financial Advisers”.
Rated Best Places to Work for Advisors
Smith Anglin named by InvestmentNews to list of “Best Places to Work for Financial Advisers”.
Rated Best Places to Work for Advisors
Smith Anglin named by InvestmentNews to list of “Best Places to Work for Financial Advisers”.
Firm acquires Mulvihill Asset Management LLC after having a joint revenue share since 2017.
Smith Anglin named to the Forbes Top RIA Firms 2023 list using data from Shook Research.
The firm increases our existing office space by 50% to accommodate more team members and allow for an environmental upgrade to our daily workspace.
Smith Anglin ends the year by reaching another AUM milestone of $1.5B and continues to set firm records for new assets and client retention.
Rated Best Places to Work for Advisors
Smith Anglin named by InvestmentNews to list of “Best Places to Work for Financial Advisers”.
Rated Best Places to Work for Advisors
Smith Anglin named by InvestmentNews to list of “Best Places to Work for Financial Advisers”.
