Investment adviser representative · Smith Capital Management, LLC
Edward C. Smith III
CRD 2384354 · Loveland, OH
At a glance
Edward C. Smith III is an investment adviser representative with Smith Capital Management, LLC in Loveland, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Edward’s SEC record dates to 2005, about 21 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Smith Capital Management, LLCSince April 2009Loveland, OH · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Edward’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.