BONNER & SMITH, LLC

Overview

Bonner & Smith, LLC is an independent registered investment adviser that serves individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory focus is financial planning and portfolio management for individuals and small businesses. Since registering with the SEC in 2015, Bonner & Smith has concentrated client allocations in pooled public vehicles—primarily mutual funds—using third‑party managers for any non‑traditional exposure rather than running in‑house private funds. The firm does not position itself as an ESG investor, and its structure is an individually owned LLC rather than a multi‑state or multi‑entity capital allocator. Investment decisions tilt toward core, diversified fund solutions for equities and fixed income, with tactical exposure to commodity and energy strategies to complement the public fund sleeve. Custodial relationships and portfolio implementation are centralized, supporting a model that emphasizes scalable, fund‑based solutions for a predominantly affluent client base.

Assets & Accounts

Investments & Alternatives

Location & Offices