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Family officesOfficecandidate family office · candidate

Smith Anglin Financial, LLC

Smith Anglin family family

Dallas, TX

Smith Anglin is a full-service wealth advisory team helping clients nationwide create a stable financial future. Receive investment advice today.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:a6502b3d-bffd-43a9-8501-1ae62ae5f6ea

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures, dfx's own graph. Page built Sep 19, 2026, 3:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 29
On other graphs: 1
Observed: Sep 12, 2026 to Sep 16, 2026
35 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

SMITH ANGLIN FINANCIAL, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Family served: Smith Anglin family
13F value: $1.1B209 positions, 2025-06-30; never AUM
Investments: 0
Direct investments: 0
People: 25
Decision makers: 8derived
Website: smithanglin.com

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Anneliese Griego	Office and Compliance Admin	operations	unknown	n/a	yes	fact
Anneliese Griego	Compliance and Operations Admin	operations	unknown	n/a	yes	fact
Corporate Executives	Business Owner / Entrepreneur	leadership	senior	n/a	yes	fact
Stephanie Goodwin	Operations Manager	operations	unknown	n/a	yes	fact
Anneliese Griego	Compliance Admin	operations	unknown	n/a	yes	fact
Cheryl Cicero	Billing and Performance Reporting Manager	leadership	senior	n/a	yes	fact
Jack Snider	Director of Growth and Client Engagement	leadership	senior	n/a	yes	fact
Lori Snowden	Growth Manager	leadership	senior	n/a	yes	fact
Erick Dahl	Wealth Advisor	other	unknown	n/a	yes	fact
Debbie Selvidge	Director of Operations	operations	unknown	n/a	yes	fact
Weston Pollock	Principal	leadership	senior	n/a	yes	fact
Dan Drummond	Senior Wealth Advisor	other	unknown	n/a	yes	fact
Casey Vogel	Wealth Advisor	other	unknown	n/a	yes	fact
Steve Anglin, CPA	Principal	leadership	senior	n/a	yes	fact
Matt Rivera	Wealth Advisor	other	unknown	n/a	yes	fact
Tytianna Harris	Operations Associate	operations	unknown	n/a	yes	fact
Patty Stever	Client Service Associate	other	unknown	n/a	yes	fact
Chris Lott	Principal	leadership	senior	n/a	yes	fact
David Camarillo	Director of Advisory Services	leadership	senior	n/a	yes	fact
Roger Meadors	Senior Wealth Advisor	other	unknown	n/a	yes	fact
Brian Bergman	Wealth Advisor	other	unknown	n/a	yes	fact
Tara Williams	Wealth Advisor	other	unknown	n/a	yes	fact
Jeffrey Dunn	Wealth Advisor	other	unknown	n/a	yes	fact
Pierce Glenn	Wealth Advisor	other	unknown	n/a	yes	fact
Daisy Giles	Operations and Marketing Associate	operations	unknown	n/a	yes	fact

Relationships

Employs (25)

→ Tytianna HarrisPersonOperations Associate
factThe subject's own site
→ Daisy GilesPersonOperations and Marketing Associate
factThe subject's own site
→ Patty SteverPersonClient Service Associate
factThe subject's own site
→ Matt RiveraPersonWealth Advisor
factThe subject's own site
→ Pierce GlennPersonWealth Advisor
factThe subject's own site
→ Erick DahlPersonWealth Advisor
factThe subject's own site
→ Jeffrey DunnPersonWealth Advisor
factThe subject's own site
→ Tara WilliamsPersonWealth Advisor
factThe subject's own site
→ Casey VogelPersonWealth Advisor
factThe subject's own site
→ Brian BergmanPersonWealth Advisor
factThe subject's own site
→ Lori SnowdenPersonGrowth Manager
factThe subject's own site
→ Cheryl CiceroPersonBilling and Performance Reporting Manager
factThe subject's own site
→ Stephanie GoodwinPersonOperations Manager
factThe subject's own site
→ Dan DrummondPersonSenior Wealth Advisor
factThe subject's own site
→ Roger MeadorsPersonSenior Wealth Advisor
factThe subject's own site
→ Jack SniderPersonDirector of Growth and Client Engagement
factThe subject's own site
→ David CamarilloPersonDirector of Advisory Services
factThe subject's own site
→ Debbie SelvidgePersonDirector of Operations
factThe subject's own site
→ Weston PollockPersonPrincipal
factThe subject's own site
→ Chris LottPersonPrincipal
factThe subject's own site
→ Steve Anglin, CPAPersonPrincipal
factThe subject's own site
→ Corporate ExecutivesPersonBusiness Owner / Entrepreneur
factThe subject's own site
→ Web Accessibility PolicyPersonForm Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
factThe subject's own site
→ Financial PlanningPersonInvestment Management
factThe subject's own site
→ Anneliese GriegoPersonCompliance Admin
factForm 13F

Dated events

29 bookkeeping events (roster, classification and holdings changes) folded below

Show 29 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Smith Anglin Financial, LLC files Form 13F (non_adviser_filer, $944,675,352 in 214 positions)
Occurred
Jul 17, 2025
Smith Anglin Financial, LLC reported $1,104,650,120 across 209 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC reduced American Centy Etf Tr 883,173 -> 114,933 shares ($81,587,499 -> $11,587,567)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC reduced Cambria Etf Tr 99,076 -> 38,963 shares ($6,321,023 -> $2,533,790)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC reduced Invesco Exchange Traded Fd T 21,166 -> 15,271 shares ($3,666,618 -> $2,775,409)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC increased First Tr Exchange Traded Fd 10,655 -> 19,755 shares ($1,205,444 -> $2,746,313)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC increased Invesco Exchange Traded Fd T 45,723 -> 87,802 shares ($5,201,425 -> $11,293,949)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC increased Ishares Tr 305,103 -> 403,125 shares ($31,654,418 -> $40,957,539)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC increased Victory Portfolios II 55,624 -> 2,911,463 shares ($1,207,230 -> $76,542,373)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC opened a $178,362,415 position in Wisdomtree Tr (3,394,147 shares)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC opened a $96,160,910 position in Wisdomtree Tr (1,112,973 shares)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC reduced Cambria Etf Tr 2,407,985 -> 1,171,057 shares ($76,453,526 -> $42,298,594)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC reduced Ishares Tr 28,313 -> 11,604 shares ($15,909,280 -> $7,205,196)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC reduced J P Morgan Exchange Traded F 108,470 -> 44,715 shares ($5,515,692 -> $2,276,875)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC reduced Spdr Gold Tr 11,459 -> 5,842 shares ($3,301,727 -> $1,780,744)
Occurred
Jun 30, 2025
Smith Anglin Financial, LLC reduced Vanguard Index Fds 377,627 -> 12,763 shares ($140,031,501 -> $5,595,269)
Occurred
Apr 10, 2025
Smith Anglin Financial, LLC reported $944,675,352 across 214 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC reduced Cambria Etf Tr 1,013,916 -> 99,076 shares ($69,422,833 -> $6,321,023)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC opened a $5,201,425 position in Invesco Exchange Traded Fd T (45,723 shares)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC increased Spdr Gold Tr 5,189 -> 11,459 shares ($1,256,459 -> $3,301,727)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC increased Victory Portfolios II 59,922 -> 2,565,838 shares ($2,042,757 -> $87,956,918)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC increased Wisdomtree Tr 747,643 -> 1,020,122 shares ($21,128,405 -> $27,645,303)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC reduced Cambria Etf Tr 2,307,924 -> 1,630,101 shares ($58,182,756 -> $43,898,632)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC reduced Exxon Mobil Corp 37,429 -> 27,869 shares ($4,026,234 -> $3,314,402)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC reduced Invesco Exchange Traded Fd T 788,382 -> 13,675 shares ($77,631,971 -> $1,251,689)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC reduced Ishares Tr 612,421 -> 305,103 shares ($60,960,408 -> $31,654,418)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC reduced John Hancock Exchange Traded 185,349 -> 37,872 shares ($11,070,909 -> $2,170,042)
Occurred
Mar 31, 2025
Smith Anglin Financial, LLC reduced Vaneck Etf Trust 111,690 -> 82,461 shares ($10,356,434 -> $7,256,534)
Occurred
Jan 14, 2025
Smith Anglin Financial, LLC reported $1,065,676,952 across 214 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (office website), 1 office address (Form 13F), 1 website (office website) · as of 2026-09-12

Anneliese Griego
Compliance Admin · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Tytianna Harris (Operations Associate), Daisy Giles (Operations and Marketing Associate), Patty Stever (Client Service Associate), Matt Rivera (Wealth Advisor), Pierce Glenn (Wealth Advisor), Erick Dahl (Wealth Advisor), Jeffrey Dunn (Wealth Advisor), Tara Williams (Wealth Advisor), Casey Vogel (Wealth Advisor), Brian Bergman (Wealth Advisor), Lori Snowden (Growth Manager), Cheryl Cicero (Billing and Performance Reporting Manager).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:a6502b3d-bffd-43a9-8501-1ae62ae5f6ea
First observed: Sep 12, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures, DFX's own graph
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Smith Anglin Financial, LLC

Smith Anglin family family

Dallas, TX

Smith Anglin is a full-service wealth advisory team helping clients nationwide create a stable financial future. Receive investment advice today.

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:a6502b3d-bffd-43a9-8501-1ae62ae5f6ea

Person

Title

Role

Seniority

Family member

Current

Evidence

Anneliese Griego

Office and Compliance Admin

operations

unknown

n/a

yes

fact

Anneliese Griego

Compliance and Operations Admin

operations

unknown

n/a

yes

fact

Corporate Executives

Business Owner / Entrepreneur

leadership

senior

n/a

yes

fact

Stephanie Goodwin

Operations Manager

operations

unknown

n/a

yes

fact

Anneliese Griego

Compliance Admin

operations

unknown

n/a

yes

fact

Cheryl Cicero

Billing and Performance Reporting Manager

leadership

senior

n/a

yes

fact

Jack Snider

Director of Growth and Client Engagement

leadership

senior

n/a

yes

fact

Lori Snowden

Growth Manager

leadership

senior

n/a

yes

fact

Erick Dahl

Wealth Advisor

other

unknown

n/a

yes

fact

Debbie Selvidge

Director of Operations

operations

unknown

n/a

yes

fact

Weston Pollock

Principal

leadership

senior

n/a

yes

fact

Dan Drummond

Senior Wealth Advisor

other

unknown

n/a

yes

fact

Casey Vogel

Wealth Advisor

other

unknown

n/a

yes

fact

Steve Anglin, CPA

Principal

leadership

senior

n/a

yes

fact

Matt Rivera

Wealth Advisor

other

unknown

n/a

yes

fact

Tytianna Harris

Operations Associate

operations

unknown

n/a

yes

fact

Patty Stever

Client Service Associate

other

unknown

n/a

yes

fact

Chris Lott

Principal

leadership

senior

n/a

yes

fact

David Camarillo

Director of Advisory Services

leadership

senior

n/a

yes

fact

Roger Meadors

Senior Wealth Advisor

other

unknown

n/a

yes

fact

Brian Bergman

Wealth Advisor

other

unknown

n/a

yes

fact

Tara Williams

Wealth Advisor

other

unknown

n/a

yes

fact

Jeffrey Dunn

Wealth Advisor

other

unknown

n/a

yes

fact

Pierce Glenn

Wealth Advisor

other

unknown

n/a

yes

fact

Daisy Giles

Operations and Marketing Associate

operations

unknown

n/a

yes

fact