SMITH, BROWN & GROOVER, INC.
DBA: SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $284.2M |
| Discretionary | $284.2M100% of AUM |
| Client Accounts | 722 |
| Avg Account Size | $394K |
| Employees | 7 |
| Peak AUM | $284.2MMar 2026 |
| AUM CAGR | +8.6% /yrover 25 yrs · 30 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $284M | +0.3% | +14.0% | +12.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $284.2M |
| Discretionary | $284.2M |
| Employees | 7 |
| Client Accounts | 722 |
| Client Range | 0 |
Contact & Location
Address
4001 VINEVILLE AVE
MACON GA 31210-5039
Phone
478-474-7004
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$284M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Broker-DealerBanking Institution