Smith Shellnut Wilson is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ridgeland, MS. Its latest Form ADV filing, dated March 12, 2026, reports $6.9B in regulatory assets under management, 16 employees, 6 offices, and 880 accounts.
Assets Under Management
$6.9B
Employees
16
Offices
6 offices
Total Clients
380
Primary office
RIDGELAND, MS
661 SUNNYBROOK ROAD, SUITE 130, RIDGELAND, MS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.1% of total clients.
Top client categories% of clientsClients
1
Individuals
46.1%
175
2
HNWI
17.4%
66
3
Banks
13.4%
51
4
Corporations
6.8%
26
5
Charitable
6.6%
25
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.9Bas of March 12, 2026
Discretionary20.9%
$1.4B
21% of total RAUM20.9%
Non-discretionary79.1%
$5.5B
79% of total RAUM79.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$6.9B
Total Accounts880
10Y AUM Change+$5.0B (+251.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee24:1
10Y Employee Change+2 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.