Bonner & Smith, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lubbock, TX. Its latest Form ADV filing, dated March 5, 2026, reports $315M in regulatory assets under management, 3 employees, and 1,044 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.0% of total clients.
Top client categories% of clientsClients
1
Individuals
63.0%
189
2
HNWI
37.0%
111
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$315Mas of March 5, 2026
Discretionary100.0%
$315M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$315M
Total Accounts1,044
10Y AUM Change+$187M (+145.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee100:1
10Y Employee Change+1 (+50.0%)
* 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.