Smith Shellnut Wilson

RIASEC RegisteredEst. 1995

Total AUM

$6.9B

Discretionary

$1.4B

21% of AUM

Avg account

$7.9M

Accounts

880

Employees

Advisory reps

Firm details

Headquarters: Ridgeland, Mississippi
CRD number: 106235
Registered since: April 26, 1995
Website: www.ssw1776.com
Custodians: FNBB CAPITAL MARKETS, FIDELITY DISTRIBUTORS COMPANY LLC, FIRST FOUNDATION BANK
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions79.08%
State / Municipal Government5.8%
HNWI5.58%
Charitable Organizations3.89%
Insurance Companies2.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersSecurity Ratings / Pricing Services

Firm profile

FINTRX

Overview

Smith Shellnut Wilson is a privately held limited liability company that provides advisory services to both high-net-worth individuals and institutional clients. Founded and SEC-registered since 1995, the firm operates as a capital allocator and offers financial planning, portfolio management for individuals, small businesses and institutions, selection of third‑party advisers, and security ratings or pricing services. Its fee arrangements combine asset‑based fees and fixed fees. The firm is not identified as an active ESG investor. The organization maintains industry connections with broker‑dealers and banking/thrift institutions, and its registration profile indicates it is not classified as a multi‑state adviser despite maintaining multiple offices. Smith Shellnut Wilson acts both as a discretionary and non‑discretionary manager depending on client arrangements.