SMI ADVISORY SERVICES, LLC
SEC file number 801-64882
· COLUMBUS, IN
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$815M
Discretionary AUM
$815M
Employees
5
Clients
—
Firm
- Address
- 4400 RAY BOLL BLVD.
COLUMBUS, IN 47203 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Alta Smiles, Inc. Low name-match confidence · CIK 2023426 · PA
- Blacksmith Infosec, LLC Low name-match confidence · CIK 2081065 · CA
- Blacksmith Software Inc. Low name-match confidence · CIK 2074110 · NY
- BLUE CLAY CAPITAL SMID-CAP LO LP Low name-match confidence · CIK 1697607 · MN
- BRES Jasmine REB LLC Low name-match confidence · CIK 2052690 · NY
- Champlain SMID Cap Fund, LLC Low name-match confidence · CIK 2075872 · VT
- Charleston Harbor Concentrated SMID-Cap, LP Low name-match confidence · CIK 2085894 · SC
- Cloudsmith Inc. Low name-match confidence · CIK 2061926 · NY
- Cosmic1, LLC Low name-match confidence · CIK 2155007 · FL
- Cosmic 20251, L.P. Low name-match confidence · CIK 2052765 · CA
- Cosmic 20252, L.P. Low name-match confidence · CIK 2058935 · CA
- Cosmic 20253, L.P. Low name-match confidence · CIK 2074851 · CA
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Cosmic1, LLC · D · Sep 29, 2026$5M
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Charleston Harbor Concentrated SMID-Cap, LP · D/A · Sep 15, 2026
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Blacksmith Software Inc. · D · Aug 19, 2026$66.3M
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Blacksmith Software Inc. · D · May 20, 2026$45M
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Alta Smiles, Inc. · D/A · May 18, 2026$5M
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Cloudsmith Inc. · D · May 18, 2026$50M
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Champlain SMID Cap Fund, LLC · D/A · Feb 11, 2026
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BLUE CLAY CAPITAL SMID-CAP LO LP · D/A · Feb 6, 2026
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Cosmic 20253, L.P. · D · Nov 7, 2025$75M
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Charleston Harbor Concentrated SMID-Cap, LP · D · Sep 24, 2025
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Blacksmith Infosec, LLC · D · Aug 11, 2025$2M
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Champlain SMID Cap Fund, LLC · D · Jul 8, 2025
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Blacksmith Software Inc. · D · Jun 20, 2025$14.6M
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Cosmic 20252, L.P. · D · Apr 23, 2025$50M
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Cloudsmith Inc. · D · Mar 28, 2025$20M
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Cosmic 20251, L.P. · D · Mar 12, 2025$100.5M
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BLUE CLAY CAPITAL SMID-CAP LO LP · D/A · Feb 7, 2025
-
BRES Jasmine REB LLC · D · Jan 29, 2025$125K