Smith Shellnut Wilson

RIASEC RegisteredEst. 1995

Total AUM

$6.9B

Discretionary

$1.4B

21% of AUM

Avg account

$7.9M

Accounts

880

Employees

Advisory reps

Firm details

Headquarters: Ridgeland, Mississippi
CRD number: 106235
Registered since: April 26, 1995
Website: www.ssw1776.com
Custodians: FNBB CAPITAL MARKETS, FIDELITY DISTRIBUTORS COMPANY LLC, FIRST FOUNDATION BANK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions79.08%
State / Municipal Government5.8%
HNWI5.58%
Charitable Organizations3.89%
Insurance Companies2.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersSecurity Ratings / Pricing Services

Firm profile

FINTRX

Overview

Smith Shellnut Wilson is a privately held limited liability company that has been SEC-registered since 1995 and operates as a bank-affiliated broker-dealer. The firm serves both individual and institutional clients and acts as a capital allocator, selecting third-party managers as part of its advisory model. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for institutions, selection of other advisers, and security ratings or pricing services. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the source data. It also reports affiliations with broker-dealer and banking or thrift institutions.