Smith Anglin at a Glance
Founded in 1967 as a traditional accounting practice specializing in tax planning
25+ years experience providing planning and financial advice for pilots
Wide-ranging knowledge of airline plan benefits for Southwest, United, American, FedEx, Delta, JetBlue and Spirit
Gifting strategy advice
Multi-generational wealth planning
Strong client retention
History of building and maintaining long-term client relationships
Low advisor-to-client ratio
Complaint and dispute-free record with SEC and FINRA
Bound by a fiduciary standard to maintain integrity and accountability
BeKIND
We support each other with a servant’s heart. We are respectful and respectable.
ChooseEXCELLENCE
Small efforts can translate into big wins. We engage and persist until we reach our goals.
Find yourBALANCE
Work—just like life— is a journey with peaks and valleys, and our attitude can help us minimize the high highs and low lows. We express gratitude, empathize, laugh, smile, have fun and stay humble.
StaySMART
We seek knowledge through continuing education, peers, and mentors. When we know better, we do better.
Mission & Vision
Smith Anglin is a wealth management and financial planning practice based in Dallas, Texas. We serve as trusted advisors and stewards to provide a standard of care to our clients and manage over $2 billion in client assets* for a select group of pilots, families, individuals, and business owners across the states and abroad.
With deep roots in tax planning, accounting, and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients throughout the various stages of their lives. Our wealth advisors work diligently to help Smith Anglin clients achieve their goals, dreams, and financial security. We accomplish this by drawing on decades of experience, embodying a passion to serve, and leveraging the creative resources of our diverse and talented team.
*Data current as of 6/16/2025
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Contact Us
14755 Preston Road, Suite 700
Dallas, TX 75254
972.267.1244 local
800.301.8486 toll free
972.267.1243 fax
Check the background of this practice on FINRA's BrokerCheck.
About Smith Anglin Financial
Founded in 1967, Smith Anglin is a wealth management practice based in Dallas, Texas. As trusted financial stewards, we provide an elevated standard of care and manage over $1.9 billion in client assets* for a select group of pilots, families, individuals, and business owners in 48 states and abroad. With deep roots in accounting, tax planning and aviation retirement readiness, our mission is to conscientiously help secure the financial well-being of our clients over the course of their lives, working diligently to help them achieve their goals, dreams and financial security.
*Data current as of 6/16/2025
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org