about-dick-smith

W. Richard Smith, III, CFP®, CIMA®, AIFA®

Chairman
804.648.3500 | dsmith@thecapgroup.com

Mr. Smith founded CapGroup in 1983 and serves as the firm’s Chairman and leads the firm’s Investment Committee. Nationally recognized as an investment advisory industry leader, Mr. Smith is a frequent lecturer at industry meetings and has provided continuing education programs for the Virginia Law Foundation, the Financial Planning Association, the Center for Fiduciary Studies and the Virginia Society of Certified Public Accountants. Mr. Smith holds an MBA from the Terry School at the University of Georgia and a BBA from Lenoir-Rhyne College. He is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Investment Management Analyst® and an Accredited Investment Fiduciary Analyst®. Additionally, Mr. Smith is a member of numerous professional organizations, including the Estate Planning Council of Richmond, VA., University of Richmond Estate Planning Advisory Council and Investment Management Consultants Association.