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| Happy Holidays!! thanks for using AUM13F!! |
| Smart Money Group LLC
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| CRD # | 284187 |
| SEC # | 801-107979 |
| CIK # | 0001728866 |
| AUM | $368.9 M (2025-07-30) |
| Employees | 25 (36% Investors, 24% Brokers) |
| Phone | 254-629-3866 |
| Address | 106 South Seaman Eastland, TX 76448 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001728866 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MERK Gold Trust | 6.8 | ||
| SPDR Gold Trust | 5.8 | ||
| Fidelity Wise Origin Bitcoin Fund | 5.4 | ||
| Microsoft Corp | 2.9 | ||
| First Financial Bankshares Inc | 2.9 | ||
| Nvidia Corp | 2.7 | ||
| Noble Corp PLC | 2.2 | ||
| Apple Inc | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Facebook Inc | 1.7 | ||
| Broadcom Inc | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Home Depot Inc | 1.2 | ||
| Costco Wholesale Corp /NEW | 1.2 | ||
| Novartis AG | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 390 | 86.9 |
| (b) Individuals (high net worth individuals) | 138 | 279.8 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.1 |
| (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 | 13 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,544 | 368.9 |
| By Discretionary | ||
| Discretionary | 1,544 | 368.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,544 | 368.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 368.9 | |
| Total | 1,544 | 368.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001728866] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Harlow Wealth Management Inc
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WA | 0.4 |
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Axiom Financial Strategies Group LLC
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IN | 0.4 |
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Dickmeyer Boyce Financial Management Inc
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IN | 0.4 |
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Webb Advisors Incorporated
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MN | 0.4 |
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Vermillion Financial Advisors Inc
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IL | 0.4 |
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Goodman Advisory Group LLC
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MA | 0.4 |
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TAR River Wealth Planning LLC
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NC | 0.4 |
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Eagle Wealth Management Group Inc
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CA | 0.4 |
|
Second Half Financial Partners LLC
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FL | 0.4 |
|
Keener Financial Planning LLC
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TX | 0.4 |