Smart Money Group, LLC

RIASEC RegisteredEst. 2016

Total AUM

$424M

Discretionary

$424M

100% of AUM

Avg account

$270K

Accounts

1,570

Employees

Advisory reps

Firm details

Headquarters: Eastland, Texas
CRD number: 284187
Registered since: June 30, 2016
Website: www.smartmoneygroup.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Investment Companies46.54%
HNWI42.82%
Individuals10.04%
Corporations / Businesses0.56%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Smart Money Group, LLC is an SEC-registered institutional RIA that began filing in 2016 and is organized as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that uses third‑party managers. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses as well as for investment companies, selection of other advisers, and delivery of educational seminars or workshops. Fee arrangements are flexible and include asset‑based fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. It does not list pension consulting or related‑adviser activities in its profile.