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SMITH SHELLNUT WILSON

RIDGELAND, MS · CRD 106235 · IAPD ↗ · ssw1776.com · 601-605-1776

$6.92BRegulatory AUM
14Advisory reps
16Employees
13Clients
1-10Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2025 — SMITH SHELLNUT WILSON added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — SMITH SHELLNUT WILSON added office(s): 1 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
August 2024 — SMITH SHELLNUT WILSON now reports custody of client assets ($530.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
May 2024 — SMITH SHELLNUT WILSON added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
April 2024 — SMITH SHELLNUT WILSON notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — SMITH SHELLNUT WILSON notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.