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| Smith Shellnut Wilson LLC
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| |
|---|---|
| CRD # | 106235 |
| SEC # | 801-49071 |
| CIK # | 0000944317 |
| AUM | $7.2 BB (2024-07-11) |
| Employees | 16 (88% Investors, 0% Brokers) |
| Phone | 601-605-1776 |
| Address | 661 Sunnybrook Road Ridgeland, MS 39157 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ORCL | 182,760.6 | 9.2 | |
| AAPL | 2,382,844.0 | 6.7 | |
| VIVK | 34.9 | 6.0 | |
| MSFT | 1,918,222.4 | 5.0 | |
| JNJ | 465,600.2 | 3.4 | |
| PEP | 226,773.9 | 3.4 | |
| LOW | 111,668.6 | 2.9 | |
| BFST | 483.1 | 2.6 | |
| BAC | 278,315.2 | 2.2 | |
| WFC | 152,296.4 | 1.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 0.1 |
| (b) Individuals (high net worth individuals) | 55 | 0.2 |
| (c) Banking or thrift institutions | 50 | 6.1 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 23 | 0.2 |
| (i) State or municipal government entities | 25 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 32 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 696 | 7.2 |
| By Discretionary | ||
| Discretionary | 646 | 1.2 |
| Non-Discretionary | 50 | 6.1 |
| Total | 696 | 7.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.2 | |
| Total | 696 | 7.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000944317] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Choate Investment Advisors LLC
✚
|
MA | 7.5 |
|
Seven Post Investment Office LP
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|
CA | 7.5 |
|
Advisors Capital Management LLC
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NJ | 7.4 |
|
Riverbridge Partners LLC
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|
MN | 7.4 |
|
Altair Advisers LLC
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|
IL | 7.4 |
|
Great Valley Advisor Group Inc
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|
DE | 7.3 |
|
Merit Financial Group LLC
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|
GA | 7.3 |
|
Arbor Point Advisors LLC
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|
NE | 6.9 |
|
Cadaret Grant & Co Inc
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|
NY | 6.9 |
|
Northwest Capital Management Inc
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|
OR | 6.9 |