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SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
Legal name: SMITH, BROWN & GROOVER, INC.
CRD 1329File 801-117531
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$284.2M
Below cohort median (national)
Discretionary AUM
$284.2M
Clients
481
722 accounts
Employees
7
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 24, 2019
- Principal office
- 4001 VINEVILLE AVE, MACON, GA, 31210-5039
- Phone
- 478-474-7004
- Website
- HTTP://SBGWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $284.2M
- Discretionary AUM
- $284.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 722
- Non-discretionary accounts
- 0
- Total accounts
- 722
- AUM per client
- $591K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $2.6M |
| High net worth individuals | 79 | $171.0M |
| Individuals (other than high net worth individuals) | 398 | $110.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 7 | decreased by2 |
| Apr 1, 2026 | Clients | 469 | 481 | increased by12 |
| Apr 1, 2026 | AUM | $283,344,603 | $284,162,648 | increased by$818,045 |
| Apr 1, 2026 | Accounts | 715 | 722 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 9 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 422 | 469 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $199,946,002 | $283,344,603 | increased by$83,398,601 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 647 | 715 | increased by68 |
| Apr 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 409 | 422 | increased by13 |
| Apr 1, 2022 | AUM | $170,089,978 | $199,946,002 | increased by$29,856,024 |
| Apr 1, 2022 | Accounts | 550 | 647 | increased by97 |
| May 1, 2021 | Clients | 534 | 409 | decreased by125 |
| May 1, 2021 | AUM | $158,730,202 | $170,089,978 | increased by$11,359,776 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SMITH BROWN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SMITH BROWN” 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.