All information as of June 30th, 2025
Outpaces all major indexes
Outpaces all major indexes
As of June 30th, 2025
Growing client base
Active Clients
Average Account Size
Client Retention Rate
Smith Fund founded in South Carolina
First year goal exceeded - reached $16,500 AUM (65% over $10,000 target)
Current AUM reaches $28,881 with 75% YTD growth and 14 active clients
All performance metrics demonstrate exceptional growth, demonstrating the effectiveness of our disciplined investment approach and growing client trust.