Hancock Smith, LLC is an adviser based in Dallas. It manages $23.44 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2001.
Hancock Smith provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Hancock Smith, LLC is $23.44 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Hancock Smith, LLC for their services and products based on a percentage of assets under management. 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.
The principal office where Hancock Smith, LLC performs its advisory services is located at 3100 Monticello, Suite 130, Dallas, TX 75205, 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 214-265-9786 or by fax 214-528-3857. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.