COLLEGE STATION, TXCRD 285310Latest ADV February 23, 2026
Smith & Wyatt is an SEC registered investment adviser organized as a limited liability company with a primary office location in College Station, TX. Its latest Form ADV filing, dated February 23, 2026, reports $207M in regulatory assets under management, 9 employees, 4 offices, and 724 accounts.
Assets Under Management
$207M
Employees
9
Offices
4 offices
Total Clients
724
Primary office
COLLEGE STATION, TX
511 UNIVERSITY DR. E, SUITE 210, COLLEGE STATION, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.4% of total clients.
Top client categories% of clientsClients
1
Individuals
95.4%
691
2
HNWI
4.6%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of February 23, 2026
Discretionary97.0%
$201M
97% of total RAUM97.0%
Non-discretionary3.0%
$6M
3% of total RAUM3.0%
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.
Total AUM$207M
Total Accounts724
10Y AUM Change+$100M (+92.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee80:1
10Y Employee Change+3 (+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.