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F Randall Smith

Capital Counsel LLC

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About F Randall Smith

F. Randall Smith is an investment advisor representative at Capital Counsel LLC. F. Randall has over 30 years of experience in the financial services industry. F. Randall is registered with the state of New York and Texas. F. Randall specializes in providing financial planning services to individuals, families, and charitable organizations. F. Randall also provides portfolio management services to businesses, individuals, and pooled investment vehicles. F. Randall has a strong track record of success in the financial services industry and is committed to providing his clients with the highest quality of service. F. Randall is also a director of the Needham Funds, Inc. and has been serving in this capacity since 1996.

Firm Information

F Smith is currently registered with Capital Counsel LLC. Capital Counsel LLC is an investment advisor headquartered in New York, NY. The firm provides financial planning, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Capital Counsel manages approximately $2.33 billion in assets for a diverse client base, including high net worth individuals, charitable organizations, and pooled investment vehicles.
Capital Counsel LLC

527 MADISON AVE., 19TH FLOOR

NEW YORK, NY 10022

$2.33B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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F Smith’s Registration & Firm History

NY

10/01/2021 - Present

Capital Counsel LLC (NEW YORK NY)

NA

07/22/1985 - 01/28/1992

BOSTON SECURITIES COMPANY

NA

06/10/1976 - 08/09/1985

BOSTON SECURITIES CORPORATION

NA

05/22/1975 - 11/10/1975

L. F. ROTHSCHILD, UNTERBERG, TOWBIN

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Licenses & Designations

BC

Issued 02/06/1992

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/24/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/23/1976

Series 40 - Registered Principal Examination

BC

Issued 12/15/1966

Series 00 - General Securities Principal Examination

BC

Issued 05/17/1975

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for F Randall Smith.
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