Smc Capital Management, Inc. (Sandy)

Name: Smc Capital Management, Inc.
Address: 8188 S. Highland Drive, Sandy, UT, 84093
Telephone: 801-943-9988

Smc Capital Management, Inc. is a large advisory firm based in Sandy. It manages $41.47 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Utah.

Smc Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Smc Capital Management: assets under management

The assets under management (AUM) of Smc Capital Management, Inc. is $41.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $377.02 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Smc Capital Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Smc Capital Management, Inc.

Lynn Cundick Miller has been acting as President since 1 Dec 1988. Robert Hilton Cheney joined the executive team most recently as the Ex Vice President/Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
M. Kathleen Moore	Office manager	1 Jan 1983	Other	4649173
Carolyn Lee Miller	Director	1 Jan 1984	Other	4347973
Suzanne Swan Cheney	Director	1 Jan 1984	Other	4347981
Lynn Cundick Miller	President	1 Dec 1988	50% - 75%	4347924
Robert Hilton Cheney	Ex vice president/chief compliance officer	1 Dec 1988	25% - 50%	4347970

Based in Sandy

The principal office where Smc Capital Management, Inc. performs its advisory services is located at 8188 S. Highland Drive, Sandy, UT 84093, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-943-9988 or by fax 801-943-9986. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at smccapitalmanagement.com.