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Smith Anglin is a leading financial management firm based in Dallas, Texas. We’re a wealth advisory firm that helps individuals and families meet their unique financial goals so they can have peace of mind while pursuing their dreams and interests.
“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.”
Smith Anglin & Co. founded in 1967 as a partnership between Walter D. Smith and Bobby H. Anglin.
Partner Steve Anglin joins the firm in August 1986, expanding Smith Anglin’s accounting and tax planning expertise.
Partner Chris Lott joins the firm and merges his clients from his previous wealth management practice.
Partners Steve Anglin and Chris Lott offer financial planning services starting with Southwest pilots.
Partners Weston Pollock and Rex Moxley join the firm bringing key pilot relationships and experience with Delta and United retirement programs.
Smith Anglin becomes a registered rep under HD Vest Investment Securities and becomes the top producing office for two years in a row.
Smith Anglin Financial launches as an independent Registered Investment Advisor (RIA) and establishes a custodial relationship with Fidelity Investments.
Smith Anglin Financial adds Charles Schwab Investments as a second custodian to offer its wealth advisory clients access to a greater selection of investment options.
Smith 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.
Smith 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.
Smith Anglin Financial acquires RMG Capital adding senior advisor Gary Shalhoob, CFA to the wealth advisory team and $100MM in assets under management.
Smith 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.
Smith Anglin named a Top 300 Financial Adviser by Financial Times.
Smith Anglin named by InvestmentNews to list of “Best Places to Work for Financial Advisers”.
Smith Anglin again named to list of “Best Places to Work for Financial Advisers” by InvestmentNews.
Smith Anglin again named a Top 300 Financial Adviser by Financial Times.
Smith Anglin again named to list of “Best Places to Work for Financial Advisers” by InvestmentNews.
