Smith & Howard Wealth Management, LLC

Overview

Smith & Howard Wealth Management, LLC is an independent registered investment adviser formed in 1999 and organized as an LLC. The firm serves individual and family clients, offering comprehensive financial planning and portfolio management for individuals, small businesses and other institutions. Its fee model combines a percentage-of-assets fee with hourly billing. Smith & Howard positions itself as a capital allocator and selector of third‑party managers, and its regulatory filings indicate roles and affiliations that include acting as sponsor, general partner or managing member of pooled investment vehicles and affiliations with other advisers and accounting professionals. The firm does not report active ESG investing and is not described as a multi‑state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives