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BONNER & SMITH, LLC
CRD 114287 · SEC 801-81163
5308 114TH ST, LUBBOCK, TX, 79424, United States
Phone
806-798-1880
Fax
806-798-0083
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$314.8M
Discretionary AUM
$314.8M
Team
3 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $58.0M |
| High net worth individuals | 111 | $256.8M |
States served
NM, TX
All web addresses on file
Official SEC filing: View on IAPD