Provided by Convergence Inc.
Institutional intelligence for the asset management industry

SMITH SHELLNUT WILSON LLC

Business and Investment Profile

The SMITH SHELLNUT WILSON LLC is a publicly held investment adviser that advises $6.92Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SMITH SHELLNUT WILSON LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 77.03% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 31.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 661 SUNNYBROOK ROAD SUITE 130, RIDGELAND, MISSISSIPPI. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 16 employees comprised of 14 investment and 2 non-investment staff. The total number of Employees increased by 33.33% over the last 5-years.

Asset Profile

Their $6.92Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 139 other accounts. Assets of Banking of Thrift Institutions clients own $5.48Bn or 79.08% of Total Assets and Government Entities and Pension Plans own $401.54mn or 5.8% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 8 types of clients, top clients are Banking of Thrift Institutions and Government Entities and Pension Plans.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

SMITH SHELLNUT WILSON LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SMITH SHELLNUT WILSON LLC

View the complete Convergence profile with structured details, filings context, and derived signals.

View full profile
Keywords: Smith Shellnut Wilson, Shellnut, Smith, Wilson
Generated 2026-09-12T06:48:13.2387715.  © 2026 Convergence.