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Mark Biller, portrait

Mark Biller

Managing Member at SMI Advisory Services

Firm officerUpdated

Mark Biller has been Managing Member of Smi Advisory Services, LLC, a Columbus, IN investment adviser managing $949M, since August 2005.

21
Years in role
$949M
Firm AUM
1,083
Firm clients
5
Firm advisers

From Form ADV filed 15 January 2026Form ADV

Career

Mark Biller is a control person of SMI Advisory Services and directly owns under 5% of it. Mark Biller holds a B.S. in Finance from Oral Roberts University.

SMI Advisory Services is an investment adviser based in Columbus, IN, registered with the SEC since 2005. It provides investment management. Its clients include individuals and investment companies. Its regulatory assets under management total $949 million, as filed on 15 January 2026. Its fees, ownership and offices are on the firm’s profile.

Mark Biller is co-founder of SMI Advisory Services and serves as Senior Portfolio Manager of SMI Private Client and the SMI Funds. In that role he has ultimate decision-making authority regarding all portfolio decisions and trading practices. He has also been Executive Editor of the Sound Mind Investing newsletter for over 20 years.

Key facts

CRD
5052164
Firm
SMI Advisory Services · CRD 137872
Role
Managing Member
In role since
August 2005 · 21 years
Control person
Yes
Direct ownership
Under 5%
Firm headquarters
Columbus, IN
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Mark Biller work?

Mark Biller has been Managing Member of Smi Advisory Services, LLC since August 2005, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 15 January 2026

How can I verify Mark Biller’s record?

Mark Biller’s role is listed on Smi Advisory Services, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 137872.

Source: Form ADV, Schedule A, filed 15 January 2026

Leadership at SMI Advisory Services

Sources

  1. IAPD individual lookup, CRD 5052164, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Smi Advisory Services, LLC, filed 15 January 2026. Title, control and ownership bands.
  3. SMI Advisory Services team page. Biography, education, credentials, awards and the portrait, reproduced for identification.