SMITH SHELLNUT WILSON

RIASEC RegisteredEst. 1995
Total AUM
$6.9B
Discretionary
$1.4B
21% of AUM
Avg account
$7.9M
Accounts
880
Employees
15
Advisory reps
11

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 independent registered investment adviser organized as an LLC and SEC-registered since 1995. The firm acts as a capital allocator and serves individual and family clients as well as institutional clients. Its fee model combines percentage-of-AUM billing with fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of third-party advisers, and security ratings/pricing services. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 51%, State & Local Bonds 37%, Public Funds/Mutual Funds 6%, Investment Grade Corp Bonds 4%, Exchange Traded Equities 2%, Cash & Cash Equivalents 2%51%
  • US Government Bonds51%
  • State & Local Bonds37%
  • Public Funds/Mutual Funds6%
  • Investment Grade Corp Bonds4%
  • Exchange Traded Equities2%

Owners & executives

1 of 1

  • FRANK SMITH

    CEO and FounderCRD 4469624

Contacts

3 of 10

  • BELINDA FIELDS

    DirectorCRD 3194276

  • DAVID WILLIAMS

    DirectorCRD 2985006

  • MATTHEW THOMPSON

    DirectorCRD 6294567

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$146M in ETFs

Passive

99%

$143M

Active

2%

$2.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$21.7M35,48514.92%
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Location

Primary office

RIDGELAND, MS

MADISON

Location

RIDGELAND, MS

Headquartered in RIDGELAND, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.

Metro area
Jackson-Vicksburg-Brookhaven, MS
Region
South
County
MADISON
Address
661 Sunnybrook Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth