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 an SEC-registered LLC that has been advising clients since the mid-1990s. The firm serves both individual/family and institutional clients and functions as a capital allocator, selecting outside managers alongside running its own portfolio management and financial planning services. Its advisory scope includes portfolio management for individuals, small businesses and institutions, financial planning, third‑party manager selection, and security pricing or ratings services. Compensation is charged through a mix of percentage-of-AUM and fixed-fee arrangements. The firm does not describe itself as an active ESG investor. Its business affiliations include relationships with broker‑dealers and banking or thrift institutions, reflecting a hybrid set of operational links rather than a pure standalone RIA model.