RIA Intel›Advisers›Virginia›WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Advisory

N·NORFOLK, VA

Data as of May 1, 2024 · Source: SEC Form ADV

Total AUM

$191M

1-Year AUM Growth

-96.0%

3-Year CAGR

-62.7%

Employees

6

Assets Under Management

Total AUM$191M

Discretionary AUM$191M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)-71.4%

Filing History

Total Filings on Record78

First FilingFeb 26, 2001

Latest FilingMay 1, 2024

🔒 Full AUM trend chart and 78 historical filings spanning 23+ 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 WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

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