About Smith Anglin

Wealth management for a lifetime of peace of mind.

Smith Anglin is a leading wealth management firm based in Dallas, Texas. We help individuals and families meet their unique financial goals so they can have peace of mind while pursuing their dreams and interests.

Smith Anglin at a Glance

  • Founded in 1967 as a traditional accounting firm specializing in tax planning
  • 20+ years experience providing planning and financial advice
  • Experts in retirement income planning and wealth preservation
  • Gifting strategy expertise
  • Multi-generational wealth planning
  • Excellent annual client satisfaction ratings
  • High client retention
  • History of building and maintaining long-term client relationships
  • Low advisor-to-client ratio
  • Complaint and dispute-free record with SEC and FINRA
  • Specialists in business retirement plans

Focused. Driven. A professional team aligned with your core values.

  • Our History in Brief

    • We founded our firm in 1967 as a traditional accounting office. Half a century later, Smith Anglin is a full service wealth advisory firm with a national footprint and a world-class team. We’re proud to be a leader in retirement readiness for the airline industry.

      Steve AnglinPartner and Wealth Advisor
    • 1967 - Our Foundation

      Smith-Anglin-icon_114x114Smith Anglin & Co. founded in 1967 as a partnership between Walter D. Smith and Bobby H. Anglin.

      1986 - Building on the Tax Planning Legacy

      Smith-Anglin-icon_114x114Partner Steve Anglin joins the firm in August 1986, expanding Smith Anglin’s accounting and tax planning expertise.

      1994 - Growing Our Client Base

      Smith-Anglin-icon_114x114Partner Chris Lott joins the firm and merges his clients from his previous wealth management practice.

      2000 - Focusing on Pilots

      Smith-Anglin-icon_114x114Partners Steve Anglin and Chris Lott offer financial planning services starting with Southwest pilots.

      2001 - Delta and United Join the Fold

      Smith-Anglin-icon_114x114Partners Weston Pollock and Rex Moxley join the firm bringing key pilot relationships and experience with Delta and United retirement programs.

      2002 - A Rise to the Top

      Smith-Anglin-icon_114x114Smith Anglin becomes a registered rep under HD Vest Investment Securities and becomes the top producing office for two years in a row.

      2007 - Our Independent Advisory Practice Debuts

      Smith-Anglin-icon_114x114Smith Anglin Financial launches as an independent Registered Investment Advisor (RIA) and establishes a custodial relationship with Fidelity Investments.

      2011 - Adopting the Multi-Custodian Model

      Smith-Anglin-icon_114x114Smith Anglin Financial adds Charles Schwab Investments as a second custodian to offer its wealth advisory clients access to a greater selection of investment options.

      2013 - Expanding Our Airline Expertise

      Smith-Anglin-icon_114x114Smith Anglin Financial acquires pilot-focused advisory firm Rhoads Lucca Capital, adding FedEx to its airline portfolio and expanding The 401k AutopilotSM program to pilots from major commercial and carrier airlines.

      2015 - The Glide Path

      Smith-Anglin-icon_114x114Smith Anglin Financial launches a new brand oriented around its airline clientele. The firm debuts “The Glide Path”, a new blog featuring market and investing insights for pilots and their families.

      2017 - Acquisitions and Expansion

      Smith-Anglin-icon_114x114Smith Anglin Financial acquires RMG Capital adding senior advisor Gary Shalhoob, CFA to the wealth advisory team and $100MM in assets under management.

      2017 - Continued Growth

      Smith-Anglin-icon_114x114Smith Anglin adds senior wealth advisor Hank Mulvihill, Jr., CCM®, CWS®, CFP®, and his Mulvihill Asset Management clients. Smith Anglin’s assets under management reach $650 million.

      2018 - Top 300 RIA

      Smith-Anglin-icon_114x114Smith Anglin named a Top 300 Financial Adviser by Financial Times.

      2019 - Best Places to Work

      Smith-Anglin-icon_114x114Smith Anglin named among Best Places to Work for Financial Advisers by InvestmentNews.