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Smith Rapacz, LLC (Boston)


Smith Rapacz, LLC is a large advisory firm based in Boston. It manages $48.65 million of regulatory assets for 220 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Massachusetts.

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Smith Rapacz provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Smith Rapacz: assets under management

The assets under management (AUM) of Smith Rapacz, LLC is $48.65 million. The firm's AUM has grown by 24% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $13.62 million in discretionary accounts and $35.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.7 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $165.24 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smith Rapacz, LLC for their services and products based on hourly charges and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Smith Rapacz, LLC performs its advisory services is located at 8 Faneuil Hall Market Place, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-973-5180 or by fax 617-973-5181. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.smithrapacz.com.


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