Advisor at Smith, Michael, Glen
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Michael Smith is a Series 65-licensed financial advisor with two years of industry experience, currently operating as a sole proprietor under Smith, Michael, Glen. His background includes leadership roles in several private companies, including Redpeak Energy, Star of Texas Capital, Star of Liberty Capital, and Royal Gorge Entertainment. Smith, Michael, Glen provides non-discretionary investment advisory services and portfolio management primarily to high-net-worth individuals, foundations, endowments, trusts, qualified plans, and select institutional accounts. The firm emphasizes fundamental research and customized asset allocation, often recommending and overseeing third-party portfolio managers while maintaining an operational affiliation with an accounting firm specializing in taxation for high-net-worth clients.
$275 per hour
Fee-only: $275 per hour
Mc Kinney, TX
Texas
Michael Glen Smith, Sole Proprietorship
2024 - Present (2 years)
Redpeak Energy, LLC
2022 - Present (4 years)
Star of Texas Capital, LLC
2018 - Present (8 years)
Star of Liberty Capital, LLC
2018 - Present (8 years)
Royal Gorge Entertainment, LLC
2018 - Present (8 years)
Espuela Resources III, LLC
2018 - 2023 (5 years)
J. V. Smith Professional Corporation
2011 - Present (15 years)
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