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BONNER & SMITH, LLC

LUBBOCK, TX · CRD 114287 · IAPD ↗ · bonner-smith.com · 806-798-1880

$314.8MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2024 — BONNER & SMITH, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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