Michael Ryan Smith

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 07/2015 → 01/2020
  Luther King Capital Management Corporation
  Fort Worth, TX
• 01/2020 → 01/2021
  Ryan Smith Consulting
  Dripping Springs, TX
• 01/2021 → 03/2023
  Venturi Private Wealth
  Austin, TX
• 04/2023 → Present
  Cibc Private Wealth Advisors
  Chicago, IL

Previous Registrations

• 2021-01-29 → 2022-10-05
  Venturi Private Wealth
  Boise, ID
• 2015-07-22 → 2020-01-10
  Luther King Capital Management Corporation
  Fort Worth, TX
• 2015-06-24 → 2015-07-09
  Raymond James Financial Services Advisors, Inc
  Dallas, TX
• 2006-07-07 → 2011-01-24
  Luther King Capital Management Corporation
  Fort Worth, TX

Other Businesses

I serve as a board member for Omni Courts, a non-investment related business that provides inventory management solutions for retailers. I joined the board officially in October 2020 and spend approximately 3 hours/month, mainly nights and weekends. As a board member, my involvement is strategic and focus on high level business decisions. I have a financial interest in the business through a closed fund, Katy Trail PE, LP which also includes a significant personal investment.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-08
• S66 Uniform Combined State Law Examination
  2015-06-18
• S63 Uniform Securities Agent State Law Examination
  2005-09-19

Other Names

• Ryan Smith
• M. Ryan Smith