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| Smith Shellnut Wilson LLC
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|---|---|
| CRD # | 106235 |
| SEC # | 801-49071 |
| CIK # | 0000944317 |
| AUM | 6,925.0 M (2026-06-29) |
| Employees | 16 (88% Investors, 31% 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 | 18.7 | ||
| Apple Inc | 8.9 | ||
| Microsoft Corp | 6.6 | ||
| Johnson & Johnson | 4.3 | ||
| Nvidia Corp | 3.6 | ||
| Lowes Companies Inc | 3.3 | ||
| Bank of America Corp /DE/ | 2.9 | ||
| PepsiCo Inc | 2.9 | ||
| Wells Fargo & Co/MN | 2.6 | ||
| Alphabet Inc | 2.5 | ||
| 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) | 66 | 0.4 |
| (c) Banking or thrift institutions | 51 | 5.5 |
| (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 | 0.3 |
| (i) State or municipal government entities | 24 | 0.4 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 4 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 880 | 6.9 |
| By Discretionary | ||
| Discretionary | 829 | 1.4 |
| Non-Discretionary | 51 | 5.5 |
| Total | 880 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 880 | 6.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000944317] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 13 |
| Serves | Institutional, Retail, Research |
| LEI | 52800866 |
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