Data / Investment advisers / Texas / Fisher\Smb
Fisher\Smb, Carrollton, TX: $6.8 billion AUM, SEC registered investment adviser
Fisher\Smb is an SEC registered investment adviser with its main office in Carrollton, Texas and reports $6.8 billion in regulatory assets under management in its Form ADV filed October 1, 2026. Its clients include pension and profit sharing plans and state and municipal governments. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 331205
- SEC file number
- 801-130272
- SEC status
- Approved, effective May 31, 2024
- Legal name
- Fisher Retirement Solutions LLC
- Main office
- 4100 International Parkway Suite 2000, Carrollton, TX 75007
- Phone
- (888) 674-4504
- Regulatory AUM
- $6,847,928,139 in the Form ADV filed October 1, 2026
- Discretionary AUM
- $6,847,928,139
- Accounts
- 1,848
- Employees
- 159, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 1,839 | $6.75 billion |
| State or municipal government entities | 9 | $96.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.85 billion | March 24, 2026 |
| December 1, 2025 | $5.46 billion | June 20, 2025 |
Other advisers in Texas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 59 North Capital Management, LP | Houston | $7.50 billion | 1 | adviserinfo.sec.gov |
| Peak Rock Capital LLC | Austin | $7.28 billion | 29 | adviserinfo.sec.gov |
| Five Point Infrastructure LLC | Houston | $7.05 billion | 12 | adviserinfo.sec.gov |
| Trust Advisors, Inc. | Houston | $6.97 billion | 7 | adviserinfo.sec.gov |
| Merewether Investment Management, LP | Dallas | $6.91 billion | 4 | adviserinfo.sec.gov |
| Atom Investors LP | Austin | $6.83 billion | 2 | adviserinfo.sec.gov |
| Ara Partners | Houston | $6.79 billion | 41 | adviserinfo.sec.gov |
| Level Four Advisory Services | Dallas | $6.54 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving state and municipal governments
- Fisher\Smb on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.