Timothy Brian Smith

Current Employers

Employment History

• 05/2015 → Present
  Granite Harbor Advisors, Inc.
  Houston, TX
• 06/2016 → Present
  Granite Harbor Group
  Houston, TX

Previous Registrations

• 2014-01-06 → 2015-12-31
  Lion Street Advisors, Llc
  Houston, TX
  Houston, TX
• 1996-06-19 → 2014-01-09
  Equitable Advisors, Llc
  Houston, TX
  Houston, TX

Other Businesses

1) Licensed Insurance Agent. Non-Investment Related. Houston, TX. Less than 10% of time allocated to this activity. Partial owner Granite Harbor Group insurance affiliate. 2) Yalumba Partners, LP. Limited partner in real estate partners. Investment Related. Roughly 2 hours per month. 3) Reserve at Sugar Tree POA; Not investment-related; 153 Lakeside Dr. Lipan, TX 76462; HOA of a community that Tim is invested in; President; 02/23/2018 Start Date; Approx. 2 hours per month spent on this OBA; 0 hours spent during securities trading hours; Manage the Community 4) Ronald McDonald House Charities Greater Houston; Not investment-related; 1907 Holcombe Blvd, Houston, TX 77030; Charity helping house family of sick children; Board Member; 01/01/2024 start date; Approx. 4 hours per month spent on this OBA; 0 hours spent during securities trading hours; Serves on the strategic growth committee. 5.) +2 Investment Group 1, LLC - Investment Club - Member/Investor - 11/2024 - 1714 Wild Rose Way, Southlake, TX 76092 - 0 hours per month - passive investor only. 6) Granite Harbor Capital, 10603 W Sam Houston Pkwy N, SUITE 450, Houston, TX 77064, January 2026, Granite Harbor Advisors established a related adviser that serves as adviser to a series of private funds. Tim Smith is compensated for client referrals and other various work for this related adviser. Approximately 20 hours per month and 16 hours per month during market hours are spent on this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-02-25
• S63 Uniform Securities Agent State Law Examination
  1996-06-17

Designations

Other Names

• Tim Smith
• Tim Smith