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Smith William Bruce (Grafton)


Smith William Bruce is a large advisory firm based in Grafton. It manages $287.5 million of regulatory assets for 257 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Kentucky, Massachusetts, New Hampshire, and Tennessee.




Smith William Bruce provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Smith William Bruce: assets under management

The assets under management (AUM) of Smith William Bruce is $287.5 million. The firm's AUM has grown by 203% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.5 million in discretionary accounts and $245 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.93 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.04 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smith William Bruce for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grafton

The principal office where Smith William Bruce performs its advisory services is located at Two South Street, Grafton, MA 01519, 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 508-839-4465 or by fax 508-839-4626. The normal business hours are 8:30a.m.-5:00p.m. on Monday - Friday.


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