Adam James Smith

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → Present
  Adam Smith Insurance Agency
  Sterling Heights, MI
• 09/2011 → Present
  State Farm Vp Management Corp.
  Sterling Heights, MI
• 09/2017 → Present
  Adam Smith Insurance Agency
  Washington, MI
• 09/2017 → Present
  State Farm Vp Management Corp.
  Washington, MI
• 09/2018 → 06/2019
  State Farm Investment Management Corp
  Sterling Heights, MI
• 05/2020 → Present
  State Farm Investment Management Corp.
  Sterling Hts, MI
• 05/2020 → Present
  State Farm Investment Management Corp.
  Washington, MI

Other Businesses

1) KHB Investment Properties, LLC; investment-related; 577 Rumson Ct, White Lake, MI 48386; Investment or Commercial property; owner; 9/28/2020; 10; 1; none. 2) Adam Smith's Insurance Agency; Insurance Agency; Investment-related; 4167 E 14 Mile Rd Sterling Hts, MI 48310-6435; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2011; 80; 80; Service customers and supervise employees 3) KHB ROTH HOLDINGS; investment-related; 577 RUMSON CT. WHITE LAKE, MI. 48386; Investment or Commercial Property; Owner; None; 10/06/2025; 5;3; Investment Property owned by a Roth IRA. 4) Adams Huntcamp Farming LLC; investment-related; 577 Rumson Ct. White Lake, MI. 48386; Investment or Commercial Property; Owner; President; 12/05/2025; 10;0; I have 120 acres of hunting property up north. 5) The Ville Enterprises, LLC; Non-Investment Related; 56809 Dickens Dr Shelby Twp, MI 48316; Service Industry; Partner; None; 03/02/2026; 10 ; 0; None

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-15
• S63 Uniform Securities Agent State Law Examination
  2011-02-15

Other Names

• Smitty Smith