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| Smart Money Group LLC
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|---|---|
| CRD # | 284187 |
| SEC # | 801-107979 |
| CIK # | 0001728866 |
| AUM | 424.3 M (2026-04-07) |
| Employees | 24 (38% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 254-629-3866 |
| Address | 106 South Seaman Eastland, TX 76448 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MERK Gold Trust | 10.8 | ||
| SPDR Gold Trust | 7.9 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.5 | ||
| Nvidia Corp | 3.0 | ||
| Apple Inc | 2.6 | ||
| First Financial Bankshares Inc | 2.4 | ||
| Microsoft Corp | 2.3 | ||
| Noble Corp PLC | 2.0 | ||
| Alphabet Inc | 1.9 | ||
| Amazon Com Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 403 | 42.6 |
| (b) Individuals (high net worth individuals) | 153 | 181.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 197.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 12 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,570 | 424.3 |
| By Discretionary | ||
| Discretionary | 1,570 | 424.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,570 | 424.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 424.3 | |
| Total | 1,570 | 424.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001728866] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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