PPrivate Fund Data Log in Join · $37/mo

Bonner & Smith, LLC

● SEC registered since 2015CRD 114287SEC# 801-81163Lubbock, TX
Export (members)
Reg. AUM
$262.3M
Employees
3
Accounts
1,053
Location
Lubbock, TX

Bonner & Smith, LLC assets under management

Bonner & Smith, LLC is a registered investment adviser overseen by the SEC based in Lubbock, TX. The firm has been registered since 2015. It reports $262.3 million in regulatory assets under management and employs 3 people.
www.bonner-smith.comView on SEC.gov ↗

Bonner & Smith, LLC owners & executives

2 reported
NameTitleOwnershipSince
Raymond Keith Bonner ControlManaging Member50-75%2007
Susan Denise Smith ControlManaging Member And Chief Compliance Officer50-75%2007

Frequently asked questions

How much does Bonner & Smith, LLC manage?

Bonner & Smith, LLC reports $262.3 million in regulatory assets under management on its Form ADV.

How many employees does Bonner & Smith, LLC have?

Bonner & Smith, LLC reports 3 employees.

Where is Bonner & Smith, LLC located?

Bonner & Smith, LLC is based in Lubbock, TX and has been SEC-registered since 2015.

Does Bonner & Smith, LLC disclose fund performance?

Bonner & Smith, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5308 114th St, Lubbock, TX 79424
Phone806-798-1880
Fax806-798-0083
Office hours8:30 a.m. - 5:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$262.3M
Non-discretionary$0
Total (RAUM)$262.3M