Smith Shellnut Wilson LLC
● SEC registered since 1995CRD 106235SEC# 801-49071Ridgeland, MS
Reg. AUM
$6.92B
Employees
16
Accounts
880
Location
Ridgeland, MS
Smith Shellnut Wilson LLC assets under management
Smith Shellnut Wilson LLC is a registered investment adviser overseen by the SEC based in Ridgeland, MS. The firm has been registered since 1995. It reports $6.9 billion in regulatory assets under management and employs 16 people.
Smith Shellnut Wilson LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| B1bank Control | Owner | Over 75% | 2021 |
| David Dodd Williams | Director | Under 5% | 2021 |
| Frank Winborne Smith Control | Chairman And Cco | Under 5% | 2021 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Smith Shellnut Wilson LLC manage?
Smith Shellnut Wilson LLC reports $6.9 billion in regulatory assets under management on its Form ADV.
How many employees does Smith Shellnut Wilson LLC have?
Smith Shellnut Wilson LLC reports 16 employees.
Where is Smith Shellnut Wilson LLC located?
Smith Shellnut Wilson LLC is based in Ridgeland, MS and has been SEC-registered since 1995.
Does Smith Shellnut Wilson LLC disclose fund performance?
Smith Shellnut Wilson LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 661 Sunnybrook Road, Suite 130, Ridgeland, MS 39157 |
| Phone | 601-605-1776 |
| Fax | 601-605-1710 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 944317 |
| Discloses disciplinary history | No |
Regulatory AUM
$6.92B▼ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 10%
Larger than 90% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$6.92Bregulatory AUM
Discretionary $1.45BNon-discretionary $5.48B