SMITH & HOWARD WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 1999

Total AUM

$727M

Discretionary

$727M

100% of AUM

Avg account

$969K

Accounts

750

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 109540
Registered since: August 2, 1999
Website: www.smithhowardwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI92.89%
Individuals6.2%
Charitable Organizations0.66%
Corporations / Businesses0.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Smith & Howard Wealth Management, LLC is an independent registered investment adviser that has been SEC-registered since 1999 and operates as a limited liability company with mixed domestic-entity and individual ownership. The firm serves individuals and families and describes itself as a capital allocator, directing client assets into outside managers and pooled vehicles in addition to managing portfolios directly. Core client services include financial planning and portfolio management for individuals, small businesses, and institutions, as well as selection-of-other-advisers and pension consulting services. Fee billing is a mix of percentage of assets under management and hourly charges. The firm is not positioned as an ESG investor and is not designated as a multi-state adviser. Smith & Howard maintains several industry relationships: it acts in roles that include other investment adviser, accountant, sponsor, and general partner or managing member of pooled investment vehicles. Custody for the firm’s assets is concentrated with Charles Schwab & Co., Inc.