ON Investment Management
38yrs
Top 6% by experience in Florida
27yrs
Adam Smith
Financial advisor at Watership Private Capital Management
Adam Smith is a fiduciary financial advisor in Brandenton, Florida, with 27 years in the industry. Adam joined Watership Private Capital Management in 2025, after a year at Advisor Share Wealth Management and less than a year at Simplyria Advisor Network. Watership Private Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Brandenton, and one of 3 fiduciaries.
At a glance
Experience27 years (since 2000)
How that compares ?Top 24% by experience nationwide
Office14012 11th Terrace NE, Brandenton, FL 34212
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$470,177
States licensed ?1 state
Services through Watership Private Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowWatership Private Capital Management, LLCCurrent firm
- Aug 2023 – Jan 2025Advisor Share Wealth Management, LLCPreviously
- Apr 2023 – Aug 2023Simplyria Advisor NetworkPreviously
- Feb 2022 – Jun 2022Impact Partnership Wealth, LLCPreviously
- May 2021 – Jan 2022Blackridge Asset Management, LLCPreviously
- Jul 2020 – Apr 2021Securities America Advisors, Inc.Previously
- Sep 2019 – Jul 2020Investacorp Advisory Services Inc.Previously
- 2016 – 2019SB Advisory, LLCPreviously
Earlier career (6 more)
- Aug 2014 – Mar 2016Summit Financial Group Inc.Previously
- 2006 – 2014LPL Financial LLCPreviously
- 2004 – 2006Morgan Keegan & Company, LLCPreviously
- Jun 2003 – Jan 2004J. B. Hanauer & Co.Previously
- Nov 2002 – May 2003Wells Fargo Investments, LLCPreviously
- Jul 2002 – Oct 2002Natcity Investments, Inc.Previously
Contact Adam
(941) 677-6113Watership Private Capital Management main office 14012 11th Terrace NEBrandenton, FL 34212Office · Get directions
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Questions to ask Adam
Tailored to Adam’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adam
How do I contact Adam?
Call Watership Private Capital Management at (941) 677-6113 and ask for Adam Smith. Adam works from the Brandenton, FL office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2000, about 27 years. Top 24% by experience nationwide.
What licenses does Adam hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adam paid?
Watership Private Capital Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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