Edward Campbell Smith

Employer firm

Smith Capital Management, LLC CRD 149968

$9.50M regulatory AUM 50 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Smith Capital Management, Llc

Loveland, OH • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2009-04-09

OH RA
APPROVED

Since 2009-04-09

Branch Locations

Loveland, OH • 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

Organization	City	State	From	To
Ameritas Life Insurance Corp	Loveland	OH	12/2001	Present
Acacia Life Insurance Co	Loveland	OH	08/2003	Present
Acacia National Life Insurance Co	Loveland	OH	08/2003	Present
Smith Capital Management, Llc	Loveland	OH	04/2009	Present

12/2001 → Present

Ameritas Life Insurance Corp

Loveland, OH
08/2003 → Present

Acacia Life Insurance Co

Loveland, OH
08/2003 → Present

Acacia National Life Insurance Co

Loveland , OH
04/2009 → Present

Smith Capital Management, Llc

Loveland, OH

Previous Registrations

2005-07-26 → 2009-04-02

Ameritas Investment Company, Llc

Loveland, OH

Loveland, OH

Other Businesses

I ACT AS AN INDEPENDENT INSURANCE AGENT REPRESENTING SEVERAL COMPANIES FROM MY RESIDENT ADDRESS. LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR THE PURPOSE OF SELLING FIXED INSURANCE PRODUCTS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-01-12

S63 Uniform Securities Agent State Law Examination

2004-01-12

Designations

Chartered Financial Consultant

Other Names

Russ Smith

View on SEC IAPD