← Directory
SMITH SHELLNUT WILSON
Legal name: SMITH SHELLNUT WILSON LLC
CRD 106235File 801-49071
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.