Smart Money Group, LLC
● SEC registered since 2016CRD 284187SEC# 801-107979Eastland, TX
Reg. AUM
$424.3M
Employees
24
Accounts
1,570
Location
Eastland, TX
Smart Money Group, LLC assets under management
Smart Money Group, LLC is a registered investment adviser overseen by the SEC based in Eastland, TX. The firm has been registered since 2016. It reports $424.3 million in regulatory assets under management and employs 24 people.
Smart Money Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Neal Kennedy Control | Member | 25-50% | 2017 |
| Angela Nicole Kennedy Robinson Control | Member | 25-50% | 2017 |
| James Roy Kennedy Control | Managing Member | 50-75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Smart Money Group, LLC manage?
Smart Money Group, LLC reports $424.3 million in regulatory assets under management on its Form ADV.
How many employees does Smart Money Group, LLC have?
Smart Money Group, LLC reports 24 employees.
Where is Smart Money Group, LLC located?
Smart Money Group, LLC is based in Eastland, TX and has been SEC-registered since 2016.
Does Smart Money Group, LLC disclose fund performance?
Smart Money Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 106 South Seaman, Eastland, TX 76448 |
| Phone | 254-629-3866 |
| Office hours | 8p.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1728866 |
| Discloses disciplinary history | No |
Regulatory AUM
$424.3M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$424.3Mregulatory AUM
Discretionary $424.3M