| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 10/01/1983 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 952,529,201 14% |
| of that, discretionary | 952,529,201 14% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,636,648 12% |
| % High Net Worth | 43.24% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SMITH+HOWARD, PC | Filing Date04/16/2025 | Form ADV-E View Report |
| Accounting Firm Name SMITH & HOWARD, P.C. | Filing Date05/03/2024 | Form ADV-E View Report |
| Accounting Firm Name SMITH & HOWARD, P.C. | Filing Date09/07/2023 | Form ADV-E View Report |