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 that focuses on serving individual and family clients. The firm is SEC-registered (initial registration in 1999) and positions itself as a capital allocator, combining financial planning with discretionary portfolio management for individuals, small businesses, and other business or institutional clients. Its advisory services include financial planning, portfolio management, pension consulting services, and the selection of third-party advisers. Compensation is primarily a percentage of assets under management with the option for hourly charges.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$482M in ETFs
76%
$367M
23%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $76.8M | 1,042,924 | 15.92% |
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
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