SMART MONEY GROUP, LLC

RIASEC RegisteredEst. 2016
Total AUM
$424M
Discretionary
$424M
100% of AUM
Avg account
$270K
Accounts
1,570
Employees
24
Advisory reps
11

Firm details

Headquarters
EASTLAND, Texas
CRD number
284187
Registered since
June 30, 2016
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 independent registered investment adviser organized as an LLC and SEC-registered since 2016. The firm is owner-operated and positions itself as a capital allocator serving both individual & family clients and institutional accounts. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services are financial planning, portfolio management for individuals/small businesses and for investment companies, manager selection, and educational workshops. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 29%, Cash & Cash Equivalents 10%, Private Funds 6%, Investment Grade Corp Bonds 4%, US Government Bonds 2%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities29%
  • Cash & Cash Equivalents10%
  • Private Funds6%
  • Investment Grade Corp Bonds4%

Owners & executives

1 of 1
  • AARON KENNEDY

    Chief Investment StrategistCRD 4131425

Contacts

3 of 10
  • Brent Bible

    Financial AdvisorCRD 7739749

  • David Cherry

    Client AdvocateCRD 8133533

  • JAMES KENNEDY

    Founder & AdvisorCRD 1961588

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 37

Active vs passive

$301M in ETFs

Passive

24%

$72.8M

Active

9%

$228M

ETFProviderStyleCategoryValueShares% of portfolio
YOKE CORE ETF (YOKE)$200M7,264,02166.54%

Location

Primary office

EASTLAND, TX

EASTLAND

Location

EASTLAND, TX

Headquartered in EASTLAND, TX, in the South of the United States.

Region
South
County
EASTLAND
Address
106 S Seaman St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth