RIA Intel›Advisers›Mississippi›SMITH SHELLNUT WILSON LLC

SMITH SHELLNUT WILSON LLC

Advisory

N·RIDGELAND, MS

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$6.9B

1-Year AUM Growth

-6.8%

3-Year CAGR

+21.2%

Employees

14

Assets Under Management

Total AUM$6.9B

Discretionary AUM$1.4B

Non-Discretionary AUM$5.5B

Discretionary %20.9%

Total Clients384

Team

Total Employees14

Investment Advisers16

Employee Growth (1Y)+7.7%

Filing History

Total Filings on Record57

First FilingFeb 16, 2001

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 57 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SMITH SHELLNUT WILSON LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.