Best Investors Account Sign in
Inactive

Jeffrey Brandon Allred

Smh Capital Advisors LLC

Fort Worth, TX

CRD 5377160

Claim This Profile
Employer firm

Smh Capital Advisors LLC CRD 108344

$503M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Smh Capital Advisors Llc

4200 S. Hulen St. Suite 534, Fort Worth, TX 76109 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-26
  • TX RA
    APPROVED
    Since 2026-05-26

Branch Locations

4200 S. Hulen St. Suite 534, Fort Worth, TX 76109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smh Capital Advisors Llc Fort Worth TX 03/2026 Present
Self-Employed Colleyville TX 04/2016 03/2026
Other Businesses

1) Shadowood Enterprises LLC. No longer operating. Just still have the LLC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-26
S63 Uniform Securities Agent State Law Examination 2010-05-20
  • S65 Uniform Investment Adviser Law Examination
    2026-05-26
  • S63 Uniform Securities Agent State Law Examination
    2010-05-20

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC

Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor