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SMART MONEY GROUP, LLC
CRD 284187File 801-107979
APPROVED
Retail clients
Custody
Filing as of Aug 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$424.3M
Below cohort median (national)
Discretionary AUM
$424.3M
Clients
571
1,570 accounts
Employees
24
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 30, 2016
- Principal office
- 106 SOUTH SEAMAN, EASTLAND, TX, 76448
- Phone
- 254-629-3866
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $424.3M
- Discretionary AUM
- $424.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,570
- Non-discretionary accounts
- 0
- Total accounts
- 1,570
- AUM per client
- $743K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $2.4M |
| Investment companies | 1 | $197.4M |
| Charitable organizations | Fewer than 5 | $160K |
| High net worth individuals | 153 | $181.7M |
| Individuals (other than high net worth individuals) | 403 | $42.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for investment companies
- 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
- 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 | Employees | 25 | 24 | decreased by1 |
| Apr 1, 2026 | Clients | 543 | 571 | increased by28 |
| Apr 1, 2026 | AUM | $368,881,695 | $424,299,735 | increased by$55,418,040 |
| Apr 1, 2026 | Accounts | 1,544 | 1,570 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 25 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 462 | 543 | increased by81 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $260,165,871 | $368,881,695 | increased by$108,715,824 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,272 | 1,544 | increased by272 |
| Jul 1, 2022 | Employees | 17 | 18 | increased by1 |
| Apr 1, 2022 | Clients | 395 | 462 | increased by67 |
| Apr 1, 2022 | AUM | $196,461,057 | $260,165,871 | increased by$63,704,814 |
| Apr 1, 2022 | Accounts | 972 | 1,272 | increased by300 |
| Feb 1, 2022 | Employees | 18 | 17 | decreased by1 |
| Aug 1, 2021 | Employees | 21 | 18 | decreased by3 |
| 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 “SMART MONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SMART MONEY” 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.