WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Overview

Wilbanks, Smith & Thomas Asset Management, LLC is an independent registered investment adviser organized as an LLC that operates as a capital allocator. The firm combines indexed equity exposure with selective active allocations, running strategies that emphasize ETF-based core holdings alongside individual equity positions. Its public-equity activity shows a clear preference for broad-market ETF exposure, with concentrated positions in index funds used as building blocks for client portfolios or institutional mandates. The firm is SEC-registered and owned by an individual, and it does not present itself as an active ESG investor. It has been recognized in industry rankings, including placements on national lists published by FA Magazine and CNBC during the early 2020s. Wilbanks, Smith & Thomas appears to service account types and mandates that go beyond a typical retail advisory book—its regulatory filings and fund activity point to a mix of advisory, subadvisory or institutional work alongside private-fund management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices