Wilbanks Smith & Thomas Asset Management LLC

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Assets, Funds, Holdings

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Wilbanks Smith & Thomas Asset Management LLC
CRD #106060
SEC #801-37972
CIK #0001007399
AUM
Employees 8 (75% Investors, 0% Brokers)
Fees
Minimum
Phone757-623-3676
Address150 West Main Street
Norfolk, VA 23510
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
6.04.83.62.41.20.01999200820172027
Sector Form 13F Holdings Value ($B)
Norfolk Southern Corp 0.1
Apple Inc 0.1
Microsoft Corp 0.1
Caterpillar Inc 0.0
Nvidia Corp 0.0
Amazon Com Inc 0.0
 
 
 
 
 
Holdings by Sector ($B)
4.03.22.41.60.80.02013201720212025
Type Form D Funds Date Sold AUM
Other Legacy SSN SPV LLC 2021-10-22 15.2 M
Other WST Income Fund II LLC 2021-10-22 6.2 M
Other WST Income Fund I LLC 2020-03-30 0.7 M
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 3 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 0 0.0
(n) Other 0 0.0
Total 4 0.2
By Discretionary
Discretionary 4 0.2
Non-Discretionary 0 0.0
Total 4 0.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.2
Total 4 0.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001007399]
Firm Profile (Form ADV)
ServesInstitutional
Related Firms State AUM
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Wilbanks Smith & Thomas Asset Management LLC
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