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⚲
|
| Smith Brown & Groover Inc
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|
|
|---|---|
| CRD # | 1329 |
| SEC # | 801-117531 |
| CIK # | |
| AUM | $284.2 M (2026-03-16) |
| Employees | 7 (71% Investors, 100% Brokers) |
| Phone | 478-474-7004 |
| Address | 4001 Vineville Ave Macon, GA 31210-5039 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 398 | 110.6 |
| (b) Individuals (high net worth individuals) | 79 | 171.0 |
| (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 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 722 | 284.2 |
| By Discretionary | ||
| Discretionary | 722 | 284.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 722 | 284.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.2 | |
| Total | 722 | 284.2 |
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|---|---|---|
|
Open Window Financial Solutions Ltd
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|
NV | 0.3 |
|
Benningfield Financial Advisors LLC
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|
CA | 0.3 |
|
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0.3 | |
|
The Foundry Financial Group Inc
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|
Freeman Will & Niemeier Inc
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|
CANE Capital Partners LLC
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|
Bespoke Advisory LLC
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|
Griffin Family Partners LLC
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|
0.3 | |
|
FDI Wealth Management LLC
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|
FL | 0.3 |
|
Kaizen Financial Advisors LLC
✚
|
WA | 0.3 |