Smith & Howard Wealth Management, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 109540
- Registered since
- August 2, 1999
- Website
- www.smithhowardwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI92.89%
- Individuals6.2%
- Charitable Organizations0.66%
- Corporations / Businesses0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Smith & Howard Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1999. The firm focuses on individual and family clients and operates as a capital allocator, both managing portfolios directly and selecting outside managers. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with hourly charges. The firm is not an active ESG investor and reports industry affiliations that include roles as an investment adviser, accountant, and sponsor/GP/managing member of pooled investment vehicles.
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 Funds90%
- Exchange Traded Equities5%
- US Government Bonds1%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Bradley Swinsburg
Partner, Chief Investment OfficerCRD 3100975
Sean Taylor
Chief Executive OfficerCRD 5657127
Contacts
3 of 6
Robert Kaercher
Wealth ManagerCRD 1952599
Timothy Agnew
PartnerCRD 4368749
Julio Barahona
Director of OperationsCRD 7067105
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$465M in ETFs
75%
$348M
25%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $87.9M | 1,138,506 | 18.90% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 271 17th St Nw
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Meadow Creek Wealth Advisors, LLC
RIAAtlanta, GA
Beacon Global Advisor Network, LLC
RIAAtlanta, GA
Anchyra Partners LLC
RIAAtlanta, GA
Retirement Fund Management
RIAAtlanta, GA
4612 Group, LLC
RIAAtlanta, GA
Regent Peak Wealth Advisors, LLC
RIAAtlanta, GA