Smith Anglin is a leading financial management firm based in Dallas, Texas. Our expert wealth advisors help individuals and families meet their unique financial goals so they can have peace of mind while pursuing their dreams and interests.
Smith Anglin is proud to announce our recognition by Forbes Magazine in their ranking of America’s Top Registered Investment Advisory (RIA) Firms for 2024.
Kind
We support each other with a servant’s heart. We are respectful and respectable.
EXCELLENCE
Small efforts can translate into big wins. We engage, innovate, and persist until we reach our goals.
BALANCE
Work—just like life— is a journey with peaks and valleys, and our attitude can help us minimize the high highs and low lows. We express gratitude, empathize, laugh, smile, have fun and stay humble.
SMART
We seek knowledge through continuing education, peers, and mentors. When we know better, we do better.
Honesty and trustworthy
Acting in the best interest of another
Servant attitude
Smith Anglin is a leading wealth management and financial planning firm based in Dallas, Texas. We serve as trusted advisors and stewards to provide a superior standard of care to our clients and manage over $2 billion in client assets for a select group of pilots, families, individuals, and business owners across the states and abroad.
With deep roots in tax planning, accounting, and aviation retirement readiness, our mission is to conscientiously secure the financial well-being of our clients throughout the various stages of their lives. Our wealth advisors work diligently to help Smith Anglin clients achieve their goals, dreams, and financial security. We accomplish this by drawing on decades of experience and expertise, embodying a passion to serve, and leveraging the creative resources of our diverse and talented team.
Our personalized wealth management and planning services uphold the highest standards of care. Explore how our dedication to excellence has shaped our story and continues to guide our path forward.
“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.
