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Smith,Barry,Carl (Ridgeland)


Smith,Barry,Carl is a large advisory firm based in Ridgeland. It manages $43.05 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Mississippi.




Smith,Barry,Carl provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Smith,Barry,Carl: assets under management

The assets under management (AUM) of Smith,Barry,Carl is $43.05 million. The firm's AUM has grown by 53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $38.65 million in discretionary accounts and $4.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $339.06 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $169.28 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smith,Barry,Carl for their services and products based on a percentage of assets under management and hourly charges. 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 Ridgeland

The principal office where Smith,Barry,Carl performs its advisory services is located at 800 Woodlands Pky, Ridgeland, MS 39157, 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 601-957-6006 or by fax 601-957-6986. The normal business hours are 8:00-4:30pm on Monday - Friday.


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