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| Sheets Smith Investment Management LLC
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| CRD # | 293992 |
| SEC # | 801-112973 |
| CIK # | 0001785199 |
| AUM | 129.7 M (2025-08-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 346-867-8606 |
| Address | 5600 NW Central Drive Houston, TX 77092 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Applovin Corp | 4.0 | ||
| Putnam Master Intermediate Income Trust | 3.8 | ||
| Nvidia Corp | 3.7 | ||
| Amazon Com Inc | 3.2 | ||
| Alcoa Inc | 3.0 | ||
| Palantir Technologies Inc | 3.0 | ||
| Bank of America Corp /DE/ | 2.4 | ||
| Microsoft Corp | 2.4 | ||
| Citigroup Inc | 2.3 | ||
| Advanced Micro Devices Inc | 2.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 29.5 |
| (b) Individuals (high net worth individuals) | 26 | 82.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.8 |
| (h) Charitable organizations | 3 | 15.8 |
| (i) State or municipal government entities | 1 | 0.5 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 255 | 129.7 |
| By Discretionary | ||
| Discretionary | 255 | 129.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 255 | 129.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 129.7 | |
| Total | 255 | 129.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001785199] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Sheets Smith Wealth Management
✚
|
NC | 1,365.1 M |
|
Sheets Smith Investment Management LLC
✚
|
TX | 129.7 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
AAN Wealth Advisors LLC
✚
|
OH | 130.0 M |
|
Aria Wealth Management Inc
✚
|
CA | 130.0 M |
|
Pearl Wealth LLC
✚
|
129.9 M | |
|
Sophis Investments LLC
✚
|
NY | 129.9 M |
|
R F Lafferty & Co Inc
✚
|
NY | 129.8 M |
|
Vida Wealth Partners Inc
✚
|
CA | 129.6 M |
|
Maclendon Wealth Management LLC
✚
|
FL | 129.6 M |
|
Arnold Castellano and Associates LLC
✚
|
LA | 129.5 M |
|
Burnham & Company LLC
✚
|
MI | 129.5 M |
|
Equilibrium Wealth LLC
✚
|
129.5 M |