Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management
Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management is an SEC-registered mass-market adviser in Macon, GA with $284.2M assets under management (AUM, regulatory AUM), +0% over one year. See who owns Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 1329, SEC 801-117531, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $284.2M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Macon, GA
- Employees
- 7
- Clients
- 481
- CRD
- 1329
- Ownership
- SMITH, MARION KATHLEEN; BISH, WALTER CHARLES; SMITH, RAYMOND HILL JR; SCHAFER, CHARLOTTE JOYCE REDDICK; HUNDERTMARK, JOAN ELIZABETH
How much AUM does Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management have?
Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management reported $284.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management?
Disclosed owners and executives of Smith, Brown & Groover Inc. D/b/a Sbg Wealth Management include SMITH, MARION KATHLEEN, BISH, WALTER CHARLES, SMITH, RAYMOND HILL JR, SCHAFER, CHARLOTTE JOYCE REDDICK, HUNDERTMARK, JOAN ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.