Bonner & Smith, LLC
Bonner & Smith, LLC is an SEC-registered wealth manager in Lubbock, TX with $314.8M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Bonner & Smith, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114287, SEC 801-81163, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $314.8M (2026-03-05)
- Firm type
- Wealth Manager
- Location
- Lubbock, TX
- Employees
- 3
- Clients
- 300
- CRD
- 114287
- Ownership
- BONNER, RAYMOND, KEITH; SMITH, SUSAN, DENISE
How much AUM does Bonner & Smith, LLC have?
Bonner & Smith, LLC reported $314.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Bonner & Smith, LLC?
Disclosed owners and executives of Bonner & Smith, LLC include BONNER, RAYMOND, KEITH, SMITH, SUSAN, DENISE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.