About SMS Capital Management
SMS Capital Management is a Financial Services company based in Bellaire (United States) founded in 2003, and was acquired by Mariner Wealth Advisors in June 2019. Investment advisory and management services are provided to clients. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
SMS Capital Management was established in 2003 and is based in Bellaire, United States. Operations center on the financial services sector, where investment advisory and portfolio management are handled for various clients. Services encompass asset allocation, risk assessment, and performance monitoring. The firm operates primarily within the U.S. market, adhering to regulatory standards for investment management.
- Headquarters Bellaire, United States
- Stage Acquired
- SectorsFinancial Services
- Website smscap.com
- Acquired by Mariner Wealth Advisors (Jun 2019)
- Investors
- Acquired byMariner Wealth Advisors
(Jun 2019)
Investors in SMS Capital Management
SMS Capital Management has secured backing from 1 investor. Prominent investors backing the company include Mariner.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2006 | marinerwealthadvisors.com | Overland Park, United States |
Investor details for SMS Capital Management
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
Timeline of SMS Capital Management
2 dated milestones of SMS Capital Management across 16 years, from founding to its latest funding, stage changes and deals.
- Founded SMS Capital Management is founded.
- Exit Acquired by Mariner Wealth Advisors.
Competitors of SMS Capital Management
SMS Capital Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of SMS Capital Management
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as SMS Capital Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about SMS Capital Management
SMS Capital Management was founded in 2003.
SMS Capital Management is headquartered in Bellaire, United States. It is registered at Bellaire, Texas, United States.
SMS Capital Management was established in 2003 and is based in Bellaire, United States. Operations center on the financial services sector, where investment advisory and portfolio management are handled for various clients. Services encompass asset allocation, risk assessment, and performance monitoring. The firm operates primarily within the U.S. market, adhering to regulatory standards for investment management.
SMS Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
SMS Capital Management has 1 investor. Key investors include Mariner.
Yes. SMS Capital Management was acquired by Mariner Wealth Advisors in June 2019.