Steven
Anglin

Smith Anglin Financial, LLC

CRD#2198081
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Steven Anglin is a financial advisor who works in Dallas, Texas who has 16 years of relevant experience. Anglin is an advisor for Smith Anglin Financial, LLC. Throughout their career, they have worked at Smith Anglin & Co, Smith Anglin Financial, LLC and Purshe Kaplan Sterling Investments, Inc. Anglin holds a Series 63 license, which qualifies them as a securities agent, and is able to advise clients in Texas. Smith Anglin Financial, LLC is a financial advisory company that has its headquarters in Dallas, TX. It manages $1 billion in total assets between its 3,198 client accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves seven charitable organizations. Of its 3,198 customer accounts, 43% belong to high-net-worth clients who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Smith Anglin Financial, LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

16 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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Smith Anglin Financial, LLC Brokerage Details

Total Assets Under Management

$1,245,086,543

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

16

TX Average: 49
Total Number of Accounts

3,198

TX Average: 2,315
Average Account Size

$389,333

TX Average: $1,314,358

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

Steven Anglin Work History

Steven has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Smith Anglin Financial, LLC

2007 - Present (17 years)

Purshe Kaplan Sterling Investments, Inc

1986 - Present (38 years)

Smith Anglin & Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Anglin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Smith Anglin Financial, LLC

Dan Drummond
Dallas, TX
Brian Bergman
Dallas, TX
John Snider
Dallas, TX
Roger Meadors
Dallas, TX
Casey Vogel
Dallas, TX
William Glenn
Dallas, TX
Erick Dahl
Dallas, TX
Henry Mulvihill
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started