Jonathan Smith & Co. Investment Counsel (Greensboro)


Jonathan Smith & Co. Investment Counsel is a large advisory firm based in Greensboro. It manages $27.3 million of regulatory assets for 94 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and North Carolina.

Jonathan Smith & Co. Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jonathan Smith & Co. Investment Counsel: assets under management

The assets under management (AUM) of Jonathan Smith & Co. Investment Counsel is $27.3 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.43 million in discretionary accounts and $6.87 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $219.64 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.87 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jonathan Smith & Co. Investment Counsel for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jonathan Smith & Co. Investment Counsel

Jonathan Wilds Smith has been acting as President since 1 Jan 1989. Anne Flegal Smith joined the executive team most recently as the Managing Partner.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Anne Flegal Smith Executive vice president 1 Jan 1989 50% - 75% 4387417
Jonathan Wilds Smith President 1 Jan 1989 50% - 75% 820376
Hugo Brian May Chief operations officer 1 Jan 2001 Other 4387448
Anne Flegal Smith Managing partner 1 Jan 2003 50% - 75% 4387417
Hugo Brian May Partner 1 Jan 2003 Other 4387448
Jonathan Wilds Smith Managing partner 1 Jan 2003 50% - 75% 820376

Based in Greensboro

The principal office where Jonathan Smith & Co. Investment Counsel performs its advisory services is located at 128 East Fisher Ave, Greensboro, NC 27401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 336-272-9488 or by fax 336-272-2654. The normal business hours are 9am-5pm (fri 9am-1pm) on Monday - Friday. You can find more information about the New York firm at www.jonathansmith.com.

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