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SMITH SHELLNUT WILSON
SMITH SHELLNUT WILSON LLC
CRD 106235 · SEC 801-49071
661 SUNNYBROOK ROAD, SUITE 130, RIDGELAND, MS, 39157, United States
Phone
601-605-1776
Fax
601-605-1710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$6.92B
Discretionary AUM
$1.45B
Team
15 total employees; 13 advisory reps; 13 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersSecurity ratings
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 175 | $86.4M |
| High net worth individuals | 66 | $386.5M |
| Banking/thrift institutions | 51 | $5.48B |
| Pension/profit sharing plans | 9 | $27.0M |
| Charitable organizations | 25 | $269.1M |
| State/municipal entities | 24 | $401.5M |
| Insurance companies | 4 | $191.4M |
| Corporations/business entities | 26 | $86.6M |
States served
AL, AR, GA, LA, MS, NJ, SC, TN, TX
All web addresses on file
Official SEC filing: View on IAPD