Multi-practice fiduciary wealth management and independent SEC-registered investment advisory corridor located minutes south of Fanning Springs (32693) and southwest of Trenton (32693) along US Highway 19 and State Road 26. Anchored at 2560 North Young Boulevard (US-19), Chiefland, FL 32626 ((352) 493-7700—just 6 miles south of the Fanning Springs Suwannee River bridge and 11 miles from downtown Trenton), Smith Asset Management Co., LLC (Firm CRD #127684 / SEC File #801-81169, Florida Sunbiz Document #L04000061629) is the Tri-County Suwannee Valley's only locally headquartered, independent SEC-registered fiduciary investment adviser, led by President & Chief Compliance Officer Benjamin Shannon Smith (Individual CRD #4840478, 20+ years experience, 0 customer dispute disclosures; also an active Florida Bar attorney, #22028), Vice President Benjamin Larry 'Snuffy' Smith, J.D. (Individual CRD #4883138), and Investment Adviser Representative B. Caleb Smith, J.D. For Gilchrist County clients of Seacoast National Bank (1502 E Wade St, Trenton, FL 32693, (352) 463-3010 and 1627 N Young Blvd, Chiefland, FL 32626, (352) 493-2277), Seacoast Wealth Management and Seacoast Investment Services—staffed by Vice President & Private Advisor Luis Alejandro Vera (Individual CRD #7207238, Series 7 & 66) and Senior Vice President & North Florida Market Leader Justin Hardy (16+ years experience, Series 7, 63 & 66)—deliver fiduciary trust administration and LPL Financial LLC (Firm CRD #6413 / SEC File #801-10970) advisory portfolios. Also cross-referenced in downtown Chiefland is Lancaster Wealth Management at 6 South Main Street, Chiefland, FL 32626 ((352) 451-1691), led by Principal Wealth Advisor Kathryn Suzanne McLeod Lancaster (Individual CRD #5964235, 15+ years experience, Series 7 & 66, 0 disclosures via LPL Financial CRD #6413).
Official Verification Sources: SEC IAPD — Smith Asset Management Co., LLC (CRD #127684 / SEC #801-81169 — Benjamin S. Smith CRD #4840478); SEC IAPD / FINRA BrokerCheck — Kathryn Suzanne McLeod Lancaster (CRD #5964235 — 0 Disclosures); Seacoast Wealth Management — Trenton (1502 E Wade St) & Chiefland (1627 N Young Blvd) Offices
Issuer: U.S. Securities and Exchange Commission (SEC) & FL Division of Corporations
Notes: Verified 2026-10-26 via SEC IAPD: Smith Asset Management Co., LLC (Firm CRD #127684, SEC #801-81169, Sunbiz Doc #L04000061629) at 2560 N Young Blvd, Chiefland, FL 32626 ((352) 493-7700, 6 miles south of Fanning Springs) is led by Benjamin Shannon Smith (CRD #4840478, 0 customer disputes) and Benjamin Larry Smith, J.D. (CRD #4883138).
Issuer: U.S. Securities and Exchange Commission (SEC), FINRA & OCC
Notes: Verified 2026-10-26: Seacoast Wealth Management / Seacoast Investment Services (Sunbiz #G19230, LPL Financial CRD #6413, VP Luis Alejandro Vera CRD #7207238 & SVP Justin Hardy) serves Seacoast's Trenton branch (1502 E Wade St, (352) 463-3010) and Chiefland flagship (1627 N Young Blvd, (352) 493-2277). Kathryn Suzanne McLeod Lancaster (CRD #5964235, 15+ yrs exp., 0 disclosures) leads Lancaster Wealth Management (LPL CRD #6413) at 6 S Main St, Chiefland ((352) 451-1691).
Factual details and direct answers about Smith Asset Management Co., LLC (Independent SEC RIA) & Seacoast Wealth Management / Lancaster Wealth Management (Trenton, Fanning Springs & Chiefland Corridor)'s services, licensing, and credentials.
Where is the closest independent, directly SEC-registered investment adviser firm to Fanning Springs and Trenton?
Smith Asset Management Co., LLC (Firm CRD #127684 / SEC File #801-81169, Sunbiz #L04000061629) is located just 6 miles south of Fanning Springs and 11 miles southwest of Trenton at 2560 North Young Boulevard in Chiefland ((352) 493-7700). Led by Benjamin Shannon Smith (CRD #4840478, 0 customer disputes) and Benjamin Larry Smith, J.D. (CRD #4883138), the firm operates as an independent fiduciary bound legally to act in each retiree's best interest without proprietary bank or insurance sales quotas.
Can Trenton and Fanning Springs seniors also access Seacoast Wealth Management or Lancaster Wealth Management?
Yes. Retirees banking at Seacoast National Bank's Trenton branch (1502 E Wade St, Trenton, FL 32693, (352) 463-3010) or Chiefland center (1627 N Young Blvd, (352) 493-2277) can meet with Seacoast Wealth Management SVP Justin Hardy and VP Luis Alejandro Vera (CRD #7207238, LPL Financial CRD #6413), or consult independent LPL Financial advisor Kathryn McLeod Lancaster (CRD #5964235, 0 disclosures) at Lancaster Wealth Management (6 S Main St, Chiefland, (352) 451-1691).
Connect with complementary legal, financial, and residential providers serving seniors in Chiefland and Gilchrist County.
Law Office of Jennifer Kerkhoff, P.A.
Chiefland, Levy County
(727) 300-6701
Tri-County & SR-26 Senior Apartment Corridor — Prairie Oaks & Sunset Villas (Chiefland 62+ HUD Section 8 / USDA 515) & Hammock Oaks / Brookside Apartments (Newberry)
Chiefland, Gilchrist County
(352) 493-2427
Haven Hospice — Tri-Counties Hospice Care Center (Chiefland)
Chiefland, Levy County
(352) 493-2333
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Comparing independent SEC-registered investment advisers and bank trust wealth teams in the Suwannee River Valley.
Smith Asset Management Co., LLC
Chiefland, Levy County
Lancaster Wealth Management — Kathryn McLeod Lancaster (LPL Financial LLC)
Chiefland, Levy County
Capital City Strategic Wealth / Capital City Investments — Danny Etheridge, CRPC®, CKA® (Chiefland Office)
Chiefland, Levy County
Seacoast Wealth Management / Seacoast Investment Services — Chiefland Office
Chiefland, Levy County
Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.