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Smart Money Group, LLC

● SEC registered since 2016CRD 284187SEC# 801-107979Eastland, TX
Export (members)
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
NameTitleOwnershipSince
Aaron Neal Kennedy ControlMember25-50%2017
Angela Nicole Kennedy Robinson ControlMember25-50%2017
James Roy Kennedy ControlManaging Member50-75%2016
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Frequently 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

Address106 South Seaman, Eastland, TX 76448
Phone254-629-3866
Office hours8p.m. To 5p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK1728866
Discloses disciplinary historyNo

Regulatory AUM

$424.3M▲ 15%
Mar '25 — $368.9MApr '25 — $368.9MMay '25 — $368.9MJun '25 — $368.9MJul '25 — $368.9MAug '25 — $368.9MSep '25 — $368.9MOct '25 — $368.9MNov '25 — $368.9MDec '25 — $368.9MJan '26 — $368.9MFeb '26 — $368.9MMar '26 — $424.3MApr '26 — $424.3MMay '26 — $424.3MJun '26 — $424.3M
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