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Smith, Moore & Co.

Smith, Moore & Co. is an investment advisor in Clayton with $1.57B assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
431244128
SEC advisor number
801-68175
FINRA CRD number
3441
AUM ?
$1.57B (as of 7 Apr 22)
Accounts
4,129 (as of 7 Apr 22)
Employees
50 (35 investment advisory or research)
Address
Smith, Moore & Co.
7777 BONHOMME AVE., SUITE 2400
CLAYTON
MO 63105
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
314-446-1619

Ownership

Owner Title From %Ownership
Schulte, Timothy Eugene Chairman of the Board, Director 01/2010 10-25%
Deutsch, Stewart James JR President, Chief Exective Officer, Director 01/2003 10-25%
Gonsalves, Thomas Anthony JR Secretary, Director 08/2010 < 5%
Iwersen-niemann, Julianne Catherine Vice President 11/2010 10-25%
Schmidt, Kent Charles Executive Vice President, Director 05/2011 < 5%
Rhyner, Randall Paul Executive Vice President, Director 01/2015 < 5%
Tognozzi, Amy Lynn Chief Financial Officer, Finop 03/2017 < 5%
Perryman, Jaret Dalin Chief Compliance Officer 04/2022 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 389 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$34.48M 182.8K 191.08K -4.3
$30.64M 80.82K 72.29K +11.8
SPDR S&P Midcap 400 Etf TR
$23.23M 56.18K 57.41K -2.2
$20.14M 147.3K 148.57K -0.9
$19.9M 215.33K 207.87K +3.6
$18.96M 270.07K 253.93K +6.4
$18.64M 135.6K 142.4K -4.8
$18.03M 272.72K 139.13K +96.0
$16.04M 42.52K 44.2K -3.8
$14.83M 65.56K 60.27K +8.8
Vanguard Tax-managed Intl FD
$11.32M 277.45K NEW
$10.32M 29.75K 28.75K +3.5
$9.74M 114.1K 105.57K +8.1
Vanguard Specialized Funds
$8.6M 59.96K 48.54K +23.5
$7.97M 47.04K 51.8K -9.2
Vanguard Intl Equity Index F
$6.86M 164.78K 168.07K -2.0
$6.74M 34.2K 34.58K -1.1
$6.08M 39.67K 40.5K -2.0
$5.27M 228.98K 231.31K -1.0
$5M 19.47K 19.1K +1.9
$4.91M 34.12K 34.42K -0.9
$4.86M 70.87K 58.4K +21.3
$4.77M 35.51K 36.46K -2.6
$4.53M 52.91K 51.27K +3.2
$4.48M 43.13K 44.49K -3.1
$4.47M 103.75K NEW
$4.21M 23.71K 24.17K -1.9
$3.88M 94.7K 106.83K -11.4
$3.8M 56.39K 53.41K +5.6
$3.73M 67.37K 69.13K -2.5
$3.67M 82.27K 85.1K -3.3
$3.56M 60.95K 62.64K -2.7
$3.55M 72.28K 83.87K -13.8
$3.5M 12.49K 11.68K +6.9
$3.34M 122.08K 120.53K +1.3
$3.25M 166.04K 130.05K +27.7
$3.24M 14.83K 5.29K +180.0
$3.24M 17.78K 17.74K +0.2
$3.24M 61.78K 62.84K -1.7
$3.24M 63.79K 65.21K -2.2
$3.15M 28.95K 29.64K -2.3
$3.05M 32.89K 33.55K -2.0
$2.99M 28.17K 1.33K +2024.6
$2.93M 20.2K 21.35K -5.4
$2.93M 30.79K 31.04K -0.8
$2.91M 295.26K 299.26K -1.3
$2.79M 132.27K 142.05K -6.9
$2.74M 57.43K 53.61K +7.1
$2.6M 3.86K 3.95K -2.3
$2.54M 15.05K 15.03K +0.1
Holdings list only includes long positions. Only includes long positions.

Calendar

1 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings