SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT

4001 Vineville Ave
Macon, Georgia 31210-5039
Tel: 478-474-7004

About SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT

SMITH, BROWN & GROOVER INC D/B/A SBG WEALTH MANAGEMENT, formally registered with the SEC as SMITH, BROWN & GROOVER INC D/B/A SBG WEALTH MANAGEMENT. The firm was established in 10/24/2019. They have over 1 offices throughout the country.

SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT is a Macon, Georgia based Financial Planning firm with nearly $240,786,378 assets under management, offering retirement planning & investment advisory services to 673 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	1329
SEC#	801-117531
Assets Managed by Firm	$240,786,378
No. of Clients	673
No. of Advisors	9

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (FREE TRUST & ESTATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	673	$240,786,378
Individuals (other than high net worth individuals)	391	$118,421,321
High net worth individuals	68	$120,023,684
Corporations or other businesses	4	$2,341,373

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