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They include 1,080 individuals and 3 investment companies.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does SMI Advisory Services offer?","answer":"SMI Advisory Services provides portfolio management for individuals and small businesses and portfolio management for investment companies.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does SMI Advisory Services use?","answer":"SMI Advisory Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $541M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does SMI Advisory Services have?","answer":"SMI Advisory Services has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does SMI Advisory Services invest in?","answer":"At the end of its last fiscal year, SMI Advisory Services’ separately managed accounts held 50% exchange-traded equities, 49% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns SMI Advisory Services?","answer":"SMI Advisory Services is owned through holding companies by Austin Pryor and Eric Collier. Its direct owners are Marathon Partners, LLC (50% to 75%) and Omnium Investment Company, LLC (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 15 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does SMI Advisory Services get paid?","answer":"SMI Advisory Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is SMI Advisory Services registered with the SEC?","answer":"Yes, SMI Advisory Services has been registered with the SEC as an investment adviser since 15 November 2005. Its CRD number is 137872 and its SEC file number is 801-64882.","source":"Form ADV Part 1A, Item 1, filed 15 January 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact SMI Advisory Services?","answer":"SMI Advisory Services’ main office is at 4400 Ray Boll BLVD., Columbus, IN 47203. Its phone number is 800-796-4975. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}