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SMART MONEY GROUP, LLC
CRD 284187 · SEC 801-107979
106 SOUTH SEAMAN, EASTLAND, TX, 76448, United States
Phone
254-629-3866
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$424.3M
Discretionary AUM
$424.3M
Team
24 total employees; 9 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 403 | $42.6M |
| High net worth individuals | 153 | $181.7M |
| Investment companies | 1 | $197.4M |
| Charitable organizations | 2 | $160K |
| Corporations/business entities | 12 | $2.4M |
States served
AZ, CA, CO, MT, NM, OK, WY, TX
All web addresses on file
Official SEC filing: View on IAPD