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SMITH SHELLNUT WILSON
Legal name: SMITH SHELLNUT WILSON LLC
CRD 106235File 801-49071
APPROVED
Retail clients
Custody
Filing as of Sep 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$6.92B
Top 25% of cohort (national)
Discretionary AUM
$1.45B
Non-discretionary $5.48B
Clients
380
880 accounts
Employees
16
Top 10% of cohort in MS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 26, 1995
- Principal office
- 661 SUNNYBROOK ROAD, SUITE 130, RIDGELAND, MS, 39157
- Phone
- 601-605-1776
- Website
- HTTP://WWW.SSW1776.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.92B
- Discretionary AUM
- $1.45B
- Non-discretionary AUM
- $5.48B
- Discretionary accounts
- 829
- Non-discretionary accounts
- 51
- Total accounts
- 880
- AUM per client
- $18.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $86.6M |
| Insurance companies | Fewer than 5 | $191.4M |
| Charitable organizations | 25 | $269.1M |
| High net worth individuals | 66 | $386.5M |
| Banking or thrift institutions | 51 | $5.48B |
| Pension and profit sharing plans | 9 | $27.0M |
| State or municipal government entities | 24 | $401.5M |
| Individuals (other than high net worth individuals) | 175 | $86.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Securities recommendations
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jul 1, 2026 | Employees | 15 | 16 | increased by1 |
| Jun 1, 2026 | Employees | 16 | 15 | decreased by1 |
| Apr 1, 2026 | Employees | 17 | 16 | decreased by1 |
| Apr 1, 2026 | Clients | 384 | 380 | decreased by4 |
| Apr 1, 2026 | AUM | $8,022,382,580 | $6,924,984,046 | decreased by$1,097,398,534 |
| Apr 1, 2026 | Accounts | 824 | 880 | increased by56 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 16 | 17 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 16 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 341 | 384 | increased by43 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $6,154,922,489 | $8,022,382,580 | increased by$1,867,460,091 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 600 | 824 | increased by224 |
| Jun 1, 2022 | Employees | 12 | 13 | increased by1 |
| May 1, 2022 | Employees | 11 | 12 | increased by1 |
| Apr 1, 2022 | Clients | 419 | 341 | decreased by78 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SMITH SHELLNUT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SMITH SHELLNUT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.