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SMART MONEY GROUP, LLC

EASTLAND, TX · CRD 284187 · IAPD ↗ · 254-629-3866

$424.3MRegulatory AUM
9Advisory reps
24Employees
4Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

43
September 2026 — SMART MONEY GROUP, LLC filed an Item 4A succession naming SMART MONEY GROUP, LLC (CRD 284187) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
28
May 2025 — SMART MONEY GROUP, LLC changed its website from kennedy-financial.com to smartmoneygroup.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
63
April 2025 — SMART MONEY GROUP, LLC reported RAUM up 29% ($286.5M -> $368.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — SMART MONEY GROUP, LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
December 2024 — SMART MONEY GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2024 — SMART MONEY GROUP, LLC notice-filed in CO.
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.