Philosmith Capital Corporation
SEC RegisteredDEDICATED INVESTMENT BANKING FIRM SPECIALIZING IN INSURANCE AND FINANCIAL SERVICES BUSINESSES.
About the firm
PhiloSmith is a leading, independent advisory and investment firm specializing in the insurance and financial services industry. Its investment banking business provides financial and strategic advice on mergers and acquisitions to insurance agents/brokers, insurance companies, and registered investment advisors. Its investment management business offers investment products focused on the insurance and financial services sector.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Mergers and acquisitions advisory; investment management including U.S.-based limited partnerships and separately managed accounts focused on insurance and financial services companies; actively managed investment strategies based on fundamental research.
Who they serve
Insurance agents/brokers, insurance companies, registered investment advisors, corporations, financial institutions, ultra-high-net-worth individuals, and institutional investors worldwide.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $39M |
| Sovereign Wealth Funds | 2 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Philosmith Capital Corporation has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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