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BONNER & SMITH, LLC
CRD 114287File 801-81163
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$314.8M
Below cohort median (national)
Discretionary AUM
$314.8M
Clients
300
1,044 accounts
Employees
3
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Mar 18, 2015
- Principal office
- 5308 114TH ST, LUBBOCK, TX, 79424
- Phone
- 806-798-1880
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $314.8M
- Discretionary AUM
- $314.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,044
- Non-discretionary accounts
- 0
- Total accounts
- 1,044
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 111 | $256.8M |
| Individuals (other than high net worth individuals) | 189 | $58.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 280 | 300 | increased by20 |
| Apr 1, 2026 | AUM | $262,323,428 | $314,766,006 | increased by$52,442,578 |
| Apr 1, 2026 | Accounts | 1,053 | 1,044 | decreased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 251 | 280 | increased by29 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $229,343,130 | $262,323,428 | increased by$32,980,298 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 928 | 1,053 | increased by125 |
| Apr 1, 2022 | Clients | 238 | 251 | increased by13 |
| Apr 1, 2022 | AUM | $202,626,111 | $229,343,130 | increased by$26,717,019 |
| Apr 1, 2022 | Accounts | 238 | 928 | increased by690 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BONNER SMITH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BONNER SMITH” 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.