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Smith Keith Paul (Omaha)


Smith Keith Paul is an adviser based in Omaha. It manages $52 million of regulatory assets for 289 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Iowa and Nebraska.




Smith Keith Paul provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Smith Keith Paul: assets under management

The assets under management (AUM) of Smith Keith Paul is $52 million. The firm's AUM has grown by 35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49 million in discretionary accounts and $3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $182.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $150 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smith Keith Paul for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.

Based in Omaha

The principal office where Smith Keith Paul performs its advisory services is located at 9910 N. 48 Th St., Omaha, NE 68152, 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 402-392-0509 or by fax 402-392-0634. The normal business hours are 8:00 - 4:30 on Monday - Friday.


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