Smith Shellnut Wilson

Trust Score 98%
Trust Score info_outline

Last updated: August 6th, 2019. Data source: SEC filings.


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.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $500,000
Average Client 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    (CRD # 106235)
State(s) Registered AL, AR, LA, MS, TX

Questions & Answers

Get answers about Smith Shellnut Wilson

Ask a question question_answer