SMART MONEY GROUP, LLC
Firm details
- Headquarters
- EASTLAND, Texas
- CRD number
- 284187
- Registered since
- June 30, 2016
- Website
- www.smartmoneygroup.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Investment Companies46.54%
- HNWI42.82%
- Individuals10.04%
- Corporations / Businesses0.56%
- Charitable Organizations0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Smart Money Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm is owner-operated and positions itself as a capital allocator serving both individual & family clients and institutional accounts. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services are financial planning, portfolio management for individuals/small businesses and for investment companies, manager selection, and educational workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities29%
- Cash & Cash Equivalents10%
- Private Funds6%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1AARON KENNEDY
Chief Investment StrategistCRD 4131425
Contacts
3 of 10Brent Bible
Financial AdvisorCRD 7739749
David Cherry
Client AdvocateCRD 8133533
JAMES KENNEDY
Founder & AdvisorCRD 1961588
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$301M in ETFs
24%
$72.8M
9%
$228M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| YOKE CORE ETF (YOKE) | $200M | 7,264,021 | 66.54% |
Location
EASTLAND, TX
EASTLAND
Location
EASTLAND, TX
Headquartered in EASTLAND, TX, in the South of the United States.
- Region
- South
- County
- EASTLAND
- Address
- 106 S Seaman St
- Time zone
- CT (UTC-6)
- Office locations
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