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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 Aug 17, 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 |
|---|---|---|---|
| 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.