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Smith Shellnut Wilson LLC

● SEC registered since 1995CRD 106235SEC# 801-49071Ridgeland, MS
Export (members)
Reg. AUM
$8.02B
Employees
17
Accounts
824
Location
Ridgeland, MS

Smith Shellnut Wilson LLC assets under management

Smith Shellnut Wilson LLC is a registered investment adviser overseen by the SEC based in Ridgeland, MS. The firm has been registered since 1995. It reports $8 billion in regulatory assets under management and employs 17 people.

Smith Shellnut Wilson LLC owners & executives

6 reported
NameTitleOwnershipSince
B1bank ControlOwnerOver 75%2021
David Dodd WilliamsDirectorUnder 5%2021
Frank Winborne Smith ControlChairman And CcoUnder 5%2021
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Frequently asked questions

How much does Smith Shellnut Wilson LLC manage?

Smith Shellnut Wilson LLC reports $8 billion in regulatory assets under management on its Form ADV.

How many employees does Smith Shellnut Wilson LLC have?

Smith Shellnut Wilson LLC reports 17 employees.

Where is Smith Shellnut Wilson LLC located?

Smith Shellnut Wilson LLC is based in Ridgeland, MS and has been SEC-registered since 1995.

Does Smith Shellnut Wilson LLC disclose fund performance?

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

Contact & registration

Address661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157
Phone601-605-1776
Fax601-605-1710
Office hours8:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK944317
Discloses disciplinary historyNo

Assets under management

Discretionary$1.31B
Non-discretionary$6.71B
Total (RAUM)$8.02B