Eric Collier has been Managing Member of SMI Advisory Services since August 2005, is a control person of the firm and directly owns under 5% of it. Eric Collier holds a B.S. in Finance from Indiana University. Eric Collier studied at the University of Maastricht.
Smi Advisory Services, LLC is a Columbus, IN firm with $949M under management, 1,083 clients and 5 advisers in one office, as of its January 2026 filing.
Eric Collier is co-founder of SMI Advisory Services and serves as Portfolio Manager of SMI Private Client and the SMI Funds. He is responsible for researching, selecting and trading each strategy's investments. Before co-founding SMI Advisory, he was co-founder and manager of Omnium Capital, which operated private investment funds, and served as an analyst and Investment Adviser Representative for Webb Financial Advisers and Oxford Group, Ltd.
Eric Collier’s longest registration is the current one, 10 years at SMI Advisory Services since 2016. Before joining SMI Advisory Services in 2016, Eric Collier was registered through Omnium, LLC.
- Omnium, LLC.– · 1 yearColumbus, IN · Adviser representative · Firm CRD 139478
Professional designations
Listed by SMI Advisory Services
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Eric Collier is registered as an investment adviser representative in Indiana, since April 2016.
- IndianaSince 1 April 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 December 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eric Stephen Collier
- CRD
- 5052172
- Firm
- SMI Advisory Services · CRD 137872
- Role
- Managing Member
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- smiprivateclient.com
Where does Eric Collier work?
Eric Collier has been Managing Member of Smi Advisory Services, LLC since August 2005, and is a control person of the firm.
Is Eric Collier a financial advisor?
Yes. Eric Collier has a current investment-adviser registration in Indiana, through SMI Advisory Services since April 2016.
How many years of experience does Eric Collier have?
Eric Collier has 12 years in the financial industry, since May 2014, across 2 adviser firms.
What exams has Eric Collier passed?
Eric Collier passed the Series 65 in December 1999.
Where did Eric Collier work before SMI Advisory Services?
Before SMI Advisory Services, Eric Collier was registered through Omnium, LLC., February 2006 to December 2007.
Is Eric Collier registered with FINRA?
No. Eric Collier has no current broker registration.
Is Eric Collier a CFA charterholder?
SMI Advisory Services lists Eric Collier with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Eric Collier’s record?
Search CRD 5052172 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Collier’s full registration record.
