SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT

Overview

Smith, Brown & Groover Inc., doing business as Sbg Wealth Management, is a corporation that provides brokerage and insurance services alongside discretionary portfolio management. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Registered with the SEC since 2019, Sbg operates as a qualified custodian and is owned by an individual. Its advisory scope covers portfolio management for individuals, small businesses, and for business or institutional clients. The firm is not positioned as an ESG investor and does not identify as a multi-state or newly formed adviser.

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