Cale Michael Smith
Financial advisor at Bastion Fiduciary · Islamorada, FL
Last updated 2026-10-10
Claim your profileCale Michael Smith is a financial advisor at Bastion Fiduciary in Islamorada, FL, CRD 5525448. Licenses and exams on the registration: Series 65. IAPD registration began 2008-08-08.
Registration
- CRD number
- 5525448
- Registration status
- Active
- IAPD registration
- 2008-08-08
- Industry Experience
- 18 years
- Work Experience
- 18 years
- States registered
- FL, TX
Licenses and exams
- Series 65
Work history
- 2008-04 to 2024-03 · Islamorada Investment Management, LLP · Islamorada, FL
- 2024-05 to Present · Bastion Fiduciary, LLC · Islamorada, FL
Current employment
- Bastion Fiduciary · Islamorada, FL
Bastion Fiduciary
- Regulatory AUM
- $125,219,049
- Registered advisors
- 5
- Offices
- 5
- Clients per advisor
- 48.4 (Low)
- Average AUM per client
- $517.4K (Low)
- High-net-worth client ratio
- 0.0% (Low)
Bastion Fiduciary: advisors, services and reported ETF investments
About
Cale Michael Smith is a financial advisor at Bastion Fiduciary in Islamorada, FL. Reported securities licenses include Series 65. The latest record indicates 18 years of industry experience and 18 years of reported work history.
Bastion Fiduciary's firm-level Form ADV reports 5 advisors across 5 offices; approximately 48.4 clients per advisor, average assets per client of $517,434, and regulatory AUM of $125.2M; client categories including Individuals (non-HNW), Investment companies, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
What this firm offers
Filed by Bastion Fiduciary on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
Location
Islamorada, FL
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (786) 706-6651
- Website: lastbastion.com
Official record
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