Smith Equity Consulting

About Us

Your Trusted Equity Management Partner

Smith Equity Consulting (SEC) is a consulting firm that specializes in the administration, accounting, reporting and education of the complex issues that companies face when it comes to stock-based compensation programs.  We service private and public, domestic and multinational companies located in the San Francisco Bay Area and throughout the West Coast territory.  

SEC understands the complexities that the financial accounting world brings when it comes to equity compensation. Recognizing that equity “hiccups” can lead to the disqualification of an equity plan, costly financial restatements and embarrassing financial disclosures making the selection of the right equity management professional of significance. 

Mission and Vision

Multiple Resources Under One Roof


To provide companies with the resources needed to design and manage better equity-based incentive programs that are globally compliant and produce the results for which they were implemented: attract, retain and motivate a talented workforce to meet and even exceed the corporate goals and objectives that have been set worldwide for the organization.
Make a decision to partner with SEC in this environment of ever changing regulatory and tax governance. The result will be a powerful partnership that lowers your overall external consultant costs while elevating the level of global equity compliance, operational efficiency, and program effectives.


To provide employers with practical advice, actionable guidance, and hands-on support they need to cost-effectively mitigate risks and reduce expenses associated with their compensatory stock plans.

Why Choose Us

Services you can Trust

You can trust the services that you’ll receive from SEC.  SEC offers a pool of highly skilled, knowledgeable, experts in all aspects of equity management (Equity Management Professionals) who are well rounded in the administration of both private and public companies’ global equity needs and have between five- and 20-years’ experience. Most of our consultants are designated Certified Equity Professionals (CEP) or are in the process of obtaining their CEP (level I, II and/or III) certification and have gained their expertise working with Big 4 and/or high-tech


Software Proficient