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SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
SMITH, BROWN & GROOVER, INC.
CRD 1329 · SEC 801-117531
4001 VINEVILLE AVE, MACON, GA, 31210-5039, United States
Phone
478-474-7004
Fax
478-474-8114
Registration
— (—)
Source
State registered
Total AUM
$284.2M
Discretionary AUM
$284.2M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)FREE TRUST & ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 398 | $110.6M |
| High net worth individuals | 79 | $171.0M |
| Corporations/business entities | 4 | $2.6M |
All web addresses on file
Official SEC filing: View on IAPD