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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Smith Shellnut Wilson LLC
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| CRD # | 106235 |
| SEC # | 801-49071 |
| CIK # | 0000944317 |
| AUM | $8.0 B (2025-06-06) |
| Employees | 17 (88% Investors, 0% Brokers) |
| Phone | 601-605-1776 |
| Address | 661 Sunnybrook Road Ridgeland, MS 39157 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Oracle Corp | 14.3 | ||
| Apple Inc | 6.5 | ||
| Microsoft Corp | 5.6 | ||
| Johnson & Johnson | 3.4 | ||
| Lowes Companies Inc | 2.9 | ||
| PepsiCo Inc | 2.7 | ||
| Bank of America Corp /DE/ | 2.7 | ||
| Wells Fargo & Co/MN | 2.5 | ||
| Vivakor Inc | 2.4 | ||
| Nvidia Corp | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 0.1 |
| (b) Individuals (high net worth individuals) | 60 | 0.3 |
| (c) Banking or thrift institutions | 52 | 6.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 0.0 |
| (h) Charitable organizations | 25 | 0.2 |
| (i) State or municipal government entities | 25 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 824 | 8.0 |
| By Discretionary | ||
| Discretionary | 772 | 1.3 |
| Non-Discretionary | 52 | 6.7 |
| Total | 824 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.0 | |
| Total | 824 | 8.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000944317] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altair Advisers LLC
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|
IL | 8.7 |
|
Seven Post Investment Office LP
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CA | 8.4 |
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Pure Financial Advisors LLC
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CA | 8.0 |
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Shuster Advisory Group LLC
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CA | 7.9 |
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Sentry Management Inc
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TX | 7.8 |
|
F L Putnam Investment Management Co
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MA | 7.7 |
|
Snowden Capital Advisors LLC
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NY | 7.6 |
|
Northwest Capital Management Inc
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|
OR | 7.6 |
|
Farther Finance Advisors LLC
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|
CA | 7.5 |
|
Intellicents Investment Solutions Inc
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|
MN | 7.4 |