Lacey Shrum

Founder & CEO at Smart Kx

Speaker

Lacey Shrum is the Founder of Smart Kx, a modern revenue system for RIAs. An attorney and former Chief Compliance Officer, Lacey built Smart Kx after seeing firsthand how billing methodologies impact not just operations, but revenue, advisor compensation, and firm valuation. Through her work with advisory firms across the industry, she has developed a data-driven perspective on how differences in fee methodologies can create meaningful gaps in outcomes.