Smith Shellnut Wilson Review


Trust Score 97%
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Smith Shellnut Wilson, federally registered in 1995, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 7 advisors. Smith Shellnut Wilson manages $2.6 billion and provides investment advisory services for 366 clients (1:53 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $500,000
Avg Account Balance $7,125,071
Hybrid Advisor No
Disciplinary History No
Total AUM $2.6 billion
Advisor / Client Ratio 1:53
Headquarters Madison, MS
SEC Filings Forms and Brochures
State(s) Registered AL, AR, LA, MS, TX


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