Smith Shellnut Wilson
Ridgeland, MS·SEC-registered · CRD #106235
Smith Shellnut Wilson is an SEC-registered investment advisory firm in Ridgeland, MS managing $6.9B across 931 client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.9B
Client accounts
931
Advisory staff
14
Fee model
Fee-based
How Smith Shellnut Wilson is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL SMITH SHELLNUT WILSON
See how Smith compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Smith Shellnut Wilson. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Smith Shellnut Wilson? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Smith Shellnut Wilson
How much does Smith Shellnut Wilson manage?
Per its most recent SEC Form ADV filing (06/29/2026), Smith Shellnut Wilson reports $6.9B in regulatory assets under management across roughly 931 client accounts.
How does Smith Shellnut Wilson charge?
Smith Shellnut Wilson is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Smith Shellnut Wilson a fiduciary?
Yes. Smith Shellnut Wilson is registered with the U.S. Securities and Exchange Commission (CRD #106235), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Smith Shellnut Wilson taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Smith Shellnut Wilson and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Ridgeland, MS
Profile compiled from Smith Shellnut Wilson's public SEC Form ADV filing (CRD #106235, filed 06/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Smith Shellnut Wilson. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Smith Shellnut Wilson? Claim this profile.