SHEETS SMITH INVESTMENT MANAGEMENT, LLC

5600 Nw Central Drive
Suite 221
Houston, Texas 77092
Tel: 346-867-8606

About SHEETS SMITH INVESTMENT MANAGEMENT, LLC

SHEETS SMITH INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as SHEETS SMITH INVESTMENT MANAGEMENT, LLC. The firm was established in 04/26/2018. They have over 2 offices throughout the country.

SHEETS SMITH INVESTMENT MANAGEMENT, LLC is a Houston, Texas based Financial Planning firm with nearly $129,728,282 assets under management, offering retirement planning & investment advisory services to 255 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	293992
SEC#	801-112973
Assets Managed by Firm	$129,728,282
No. of Clients	255
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	255	$129,728,282
Individuals (other than high net worth individuals)	94	$29,519,746
High net worth individuals	26	$82,858,953
Pension and profit sharing plans	1	$771,210
Charitable organizations	3	$15,832,341
Corporations or other businesses	1	$246,700

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