DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
William Blaine Smith
Feed of 09/14/2026
Also filed as Bill Smith
At current firm
4 y
since Jan 5, 2022
In the industry
34 y
since Jul 23, 1992 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Gray Wolf Capital Management, LLC former currentsince Jan 5, 2022 · New York, Ny
- Gray Wolf Capital Management, LLC formerJun 22, 2016 to Dec 31, 2021 · New York, Ny
- Kelleher Financial Advisors, LLC independent RIADec 10, 2015 to Jun 21, 2016 · New York, Ny
- Sam Advisors, LLC formerJan 9, 2015 to Dec 31, 2015 · New York, Ny
- Sam Advisors, LLC formerJan 6, 2005 to Dec 31, 2014 · New York, Ny
- Smith Asset Management, Inc. unclassifiedOct 15, 2003 to Jun 22, 2005 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Kelleher Financial Advisors, LLC to Gray Wolf Capital Management, LLCleft Jun 21, 2016, registered Jun 22, 2016 (1 days) · Other
- Sam Advisors, LLC to Kelleher Financial Advisors, LLCleft Dec 31, 2015, registered Dec 10, 2015 (-21 days) · Other · moved with a team
- Smith Asset Management, Inc. to Sam Advisors, LLCleft Jun 22, 2005, registered Jan 6, 2005 (-167 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Former SEC-registered adviserderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address