Michael C Smith

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

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

• 11/2010 → Present
  Fl Educator Insurance
  Wesley Chapel, FL
• 08/2012 → 05/2022
  Horace Mann Investors, Inc.
  Springfield, IL
• 08/2012 → Present
  Florida Educator Insurance Of Pinellas, Llc
  St.PEtersburg, FL
• 08/2012 → Present
  Florida Educators Insurance West Coast, Inc
  Odessa, FL
• 05/2022 → Present
  Lincoln Investment Llc
  Fort Washington, PA
• 05/2022 → Present
  Capital Analysts Llc
  Fort Washington, PA

Previous Registrations

• 2019-01-18 → 2022-06-13
  Horace Mann Investors, Inc.
  Wesley Chapel, FL
  St. Petersburg, FL
  Odessa, FL
  Springfield, IL
  St. Petersburg, FL
  Chambersburg, PA
  Wesley Chapel, FL
  Lakeland, FL
  Land O Lakes, FL

Other Businesses

FLORIDA EDUCATOR INSURANCE LLC DBA GAC WEALTH MANAGEMENT SOLUTIONS POSITION: Agent NATURE: Financial Services & Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2018 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, United States DESCRIPTION: Sale of life insurance and fixed annuities referred to inside staff members.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-26
• S63 Uniform Securities Agent State Law Examination
  2014-01-28

Other Names

• Michael Smith