Bonner & Smith, LLC
● SEC registered since 2015CRD 114287SEC# 801-81163Lubbock, TX
Reg. AUM
$314.8M
Employees
3
Accounts
1,044
Location
Lubbock, TX
Bonner & Smith, LLC assets under management
Bonner & Smith, LLC is a registered investment adviser overseen by the SEC based in Lubbock, TX. The firm has been registered since 2015. It reports $314.8 million in regulatory assets under management and employs 3 people.
Bonner & Smith, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Raymond Keith Bonner Control | Managing Member | 50-75% | 2007 |
| Susan Denise Smith Control | Managing Member And Chief Compliance Officer | 50-75% | 2007 |
Frequently asked questions
How much does Bonner & Smith, LLC manage?
Bonner & Smith, LLC reports $314.8 million in regulatory assets under management on its Form ADV.
How many employees does Bonner & Smith, LLC have?
Bonner & Smith, LLC reports 3 employees.
Where is Bonner & Smith, LLC located?
Bonner & Smith, LLC is based in Lubbock, TX and has been SEC-registered since 2015.
Does Bonner & Smith, LLC disclose fund performance?
Bonner & Smith, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5308 114th St, Lubbock, TX 79424 |
| Phone | 806-798-1880 |
| Fax | 806-798-0083 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$314.8M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$314.8Mregulatory AUM
Discretionary $314.8M