Smith & Howard Wealth Management, LLC
● SEC registered since 1999CRD 109540SEC# 801-56734Atlanta, GA
Reg. AUM
$726.9M
Employees
10
Accounts
750
Location
Atlanta, GA
Smith & Howard Wealth Management, LLC assets under management
Smith & Howard Wealth Management, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 1999. It reports $726.9 million in regulatory assets under management and employs 10 people.
Smith & Howard Wealth Management, LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Dale Swinsburg Control | Chief Investment Officer | Under 5% | 2019 |
| Karthik Krishnamurthy Control | Secretary | Under 5% | 2026 |
| Sean C Taylor Control | Treasurer | Under 5% | 2022 |
| Smith and Howard Advisory Holdings LLC Control | Member | Over 75% | 2022 |
| Timothy Fair Agnew Control | Chief Compliance Officer | Under 5% | 2016 |
| Bsp-Sh, Inc. Control | Member | 50-75% | 2026 |
| Smith and Howard Investment Holdings LLC Control | Member | Over 75% | 2022 |
| Stamp Blocker Buyer Parent, LLC Control | Member | Over 75% | 2026 |
| Stamp Blocker Buyer, LLC Control | Shareholder | Over 75% | 2026 |
| Stamp Buyer LLC Control | Member | Over 75% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Smith & Howard Wealth Management, LLC manage?
Smith & Howard Wealth Management, LLC reports $726.9 million in regulatory assets under management on its Form ADV.
How many employees does Smith & Howard Wealth Management, LLC have?
Smith & Howard Wealth Management, LLC reports 10 employees.
Where is Smith & Howard Wealth Management, LLC located?
Smith & Howard Wealth Management, LLC is based in Atlanta, GA and has been SEC-registered since 1999.
Does Smith & Howard Wealth Management, LLC disclose fund performance?
Smith & Howard Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 271 17th Street NW, Suite 2100, Atlanta, GA 30363 |
| Phone | 404-874-6244 |
| Fax | 404-874-1658 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$726.9MNo change
Jan '26Form ADV, monthlyAug '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,340 advisers
EmployeesTop 40%
More than 60% of 16,820 advisers
Assets under management
$726.9Mregulatory AUM
Discretionary $726.9M