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

MACON, GA · CRD 1329 · IAPD ↗ · sbgwealth.com · 478-474-7004

$284.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
23States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT notice-filed in IN, LA, MS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
January 2025 — SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
60
April 2024 — SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT reported RAUM up 25% ($191.9M -> $240.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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