# L.G. Smith Financial Services

> L.G. Smith Financial Services is a state-registered investment advisory firm in Long Beach, CA, registered since 2001, with no regulatory assets under management reported in its Form ADV filing dated August 5, 2026.

- CRD: 135994
- Filed as: L.G. SMITH FINANCIAL SERVICES
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Long Beach, CA
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135994
- AdvisorCensus page: https://advisorcensus.com/firm/l-g-smith-financial-services-long-beach-ca-135994

## Quick answers

**How is L.G. Smith Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), L.G. Smith Financial Services reports these compensation arrangements: other.

**Where is L.G. Smith Financial Services located?**
L.G. Smith Financial Services' principal office is in Long Beach, CA, according to its Form ADV.

**Is L.G. Smith Financial Services registered with the SEC or a state?**
L.G. Smith Financial Services is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 135994.

**Does L.G. Smith Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135994

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2001 (25 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lgstax.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. L.G. Smith Financial Services (CRD 135994): Form ADV filing data as of October 2026.