Sheets Smith Investment Management, LLC
CRD 293992SEC# 801-112973Houston, TX
No longer SEC-registered. Sheets Smith Investment Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$129.7M
Employees
3
Accounts
255
Location
Houston, TX
Sheets Smith Investment Management, LLC assets under management
Sheets Smith Investment Management, LLC is an SEC-registered investment adviser based in Houston, TX. It reports $129.7 million in regulatory assets under management and employs 3 people.
Sheets Smith Investment Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Cornell Bowden Control | Managing Director/Chief Compliance Officer/Sr. Portfolio Manager | Under 5% | 2020 |
| Pvg Asset Management Corp | Shareholder | 10-25% | 2025 |
| Sheets Smith Wealth Management | Related Advisor | 25-50% | 2015 |
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Join to unlock · $37/moFrequently asked questions
How much does Sheets Smith Investment Management, LLC manage?
Sheets Smith Investment Management, LLC reports $129.7 million in regulatory assets under management on its Form ADV.
How many employees does Sheets Smith Investment Management, LLC have?
Sheets Smith Investment Management, LLC reports 3 employees.
Where is Sheets Smith Investment Management, LLC located?
Sheets Smith Investment Management, LLC is based in Houston, TX.
Does Sheets Smith Investment Management, LLC disclose fund performance?
Sheets Smith Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5600 NW Central Drive, Suite 221, Houston, TX 77092 |
| Office hours | 8:30 - 5:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$129.7MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$129.7Mregulatory AUM
Discretionary $129.7M