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Smith, Brown & Groover, Inc.

● SEC registered since 2019CRD 1329SEC# 801-117531Macon, GA
Export (members)
Reg. AUM
$284.2M
Employees
7
Accounts
722
Location
Macon, GA

Smith, Brown & Groover, Inc. assets under management

Smith, Brown & Groover, Inc. is an investment advisory firm registered with the SEC based in Macon, GA. The firm has been registered since 2019. It reports $284.2 million in regulatory assets under management and employs 7 people.

Smith, Brown & Groover, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Holli Cox EdwardsChief Financial OfficerUnder 5%2012
Holli Cox EdwardsFinancial And Operations PrincipalUnder 5%2012
Raymond Hill Jr Smith ControlChief Executive OfficerOver 75%1992
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Frequently asked questions

How much does Smith, Brown & Groover, Inc. manage?

Smith, Brown & Groover, Inc. reports $284.2 million in regulatory assets under management on its Form ADV.

How many employees does Smith, Brown & Groover, Inc. have?

Smith, Brown & Groover, Inc. reports 7 employees.

Where is Smith, Brown & Groover, Inc. located?

Smith, Brown & Groover, Inc. is based in Macon, GA and has been SEC-registered since 2019.

Does Smith, Brown & Groover, Inc. disclose fund performance?

Smith, Brown & Groover, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4001 Vineville Ave, Macon, GA 31210-5039
Phone478-474-7004
Fax478-474-8114
Office hours9a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyYes

Regulatory AUM

$284.2MNo change
Mar '25 — $283.3MApr '25 — $283.3MMay '25 — $283.3MJun '25 — $283.3MJul '25 — $283.3MAug '25 — $283.3MSep '25 — $283.3MOct '25 — $283.3MNov '25 — $283.3MDec '25 — $283.3MJan '26 — $283.3MFeb '26 — $283.3MMar '26 — $284.2MApr '26 — $284.2MMay '26 — $284.2MJun '26 — $284.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers

Assets under management

$284.2Mregulatory AUM
Discretionary $284.2M