Smart Money Group, LLC
Smart Money Group, LLC is an SEC-registered mass-market adviser in Eastland, TX with $424.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Smart Money Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284187, SEC 801-107979, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $424.3M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Location
- Eastland, TX
- Employees
- 24
- Clients
- 570
- CRD
- 284187
- Ownership
- KENNEDY, AARON, NEAL; KENNEDY, JAMES, ROY; ROBINSON, ANGELA, NICOLE KENNEDY; ISHAM, JENNIFER, FAYE; BUSH, STEPHANIE, KIM
How much AUM does Smart Money Group, LLC have?
Smart Money Group, LLC reported $424.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Smart Money Group, LLC?
Disclosed owners and executives of Smart Money Group, LLC include KENNEDY, AARON, NEAL, KENNEDY, JAMES, ROY, ROBINSON, ANGELA, NICOLE KENNEDY, ISHAM, JENNIFER, FAYE, BUSH, STEPHANIE, KIM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.