SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
MACON, GACRD 1329Latest ADV March 16, 2026
Smith, Brown & Groover Inc. D/B/A Sbg Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Macon, GA.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.7% of total clients.
Top client categories% of clientsClients
1
Individuals
82.7%
398
2
HNWI
16.4%
79
3
Corporations
0.8%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 16, 2026
Discretionary100.0%
$284M
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$284M
Total Accounts722
10Y AUM Change+$175M (+160.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee69:1
10Y Employee Change-4 (-36.4%)
* 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.