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| Smith Brown & Groover Inc
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| |
|---|---|
| CRD # | 1329 |
| SEC # | 801-117531 |
| CIK # | |
| AUM | $240.8 MM (2024-03-28) |
| Employees | 9 (56% Investors, 100% Brokers) |
| Phone | 478-474-7004 |
| Address | 4001 Vineville Ave Macon, GA 31210-5039 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 391 | 118.4 |
| (b) Individuals (high net worth individuals) | 68 | 120.0 |
| (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 | 0 | 0.0 |
| (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 | 4 | 2.3 |
| (n) Other | 0 | 0.0 |
| Total | 673 | 240.8 |
| By Discretionary | ||
| Discretionary | 673 | 240.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 673 | 240.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.8 | |
| Total | 673 | 240.8 |
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|---|---|---|
|
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|
FL | 0.2 |
|
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|
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|
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|
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|
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0.2 | |
|
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NY | 0.2 |
|
Hoertkorn Richard Charles
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|
CA | 0.2 |
|
Investment Planning Advisors
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|
GA | 0.2 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.2 |