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John David Brim

Smith Group Asset Management

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About John David Brim

John David Brim is an Investment Advisor Representative with Smith Group Asset Management, LLC. John has been in the industry since March 1998 and is registered with the state of Texas. John holds a Series 65 and Series 63 license and is a Chartered Financial Analyst. The firm's primary focus is on portfolio management for businesses.

Firm Information

John Brim is currently registered with Smith Group Asset Management. Smith Group Asset Management is an investment advisor located in Dallas, TX. The firm primarily provides portfolio management for businesses. They have 8 investment adviser representatives and manage $121,587,007 in assets for 2 clients, all of which are state or municipal government entities.
Smith Group Asset Management

100 CRESCENT COURT

DALLAS, TX 75201

$121.59M

Assets Under Management

Not reported

Total Clients

2

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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portfolio management for businesses

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

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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John Brim’s Registration & Firm History

TX

10/05/2000 - Present

Smith Group Asset Management (DALLAS TX)

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Licenses & Designations

IA

Issued 08/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1997

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John David Brim.
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