Smith Anglin Financial, LLC

Investment Advisor
in Dallas, TX
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About this Advisor

Christopher Lott is a certified financial planner located in Dallas, Texas. Currently a registered financial advisor with Smith Anglin Financial, LLC, they have gathered an impressive 25 years of professional experience as a registered advisor. Lott maintains a Series 63 license, qualifying the advisor as a securities agent. Lott can serve customers in Texas. Their career trajectory has included roles at Purshe Kaplan Sterling Investments, Inc, Heritage Financial, Smith Anglin & Company and Smith Anglin Financial, LLC. Smith Anglin Financial, LLC is located in Dallas, Texas. As a company, Smith Anglin Financial, LLC oversees $683 million in assets throughout 2,582 client accounts and retains 14 staff members. The amount of assets the firm manages makes it one of the bigger firms in the nation. The firm manages 1,915 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Smith Anglin Financial, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

25 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

14755 Preston Road. Suite 700
Dallas, TX 75254

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Smith Anglin Financial, LLC Brokerage Details

Total Assets Under Management


TX Average: $3,042,739,679
Total Number of Employees


TX Average: 49
Total Number of Accounts


TX Average: 2,315
Average Account Size


TX Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Christopher Lott Work History

Christopher has 25 years of experience.

2007 - Present (12 years)

Purshe Kaplan Sterling Investments, Inc

2007 - Present (12 years)

Smith Anglin Financial, LLC

1993 - Present (26 years)

Heritage Financial

1993 - Present (26 years)

Smith Anglin & Company


Christopher Lott has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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