Smith Shellnut Wilson

Overview

Smith Shellnut Wilson is an SEC registered investment adviser based in Ridgeland, MS, registered since 1995. It reports $6.9B in assets under management across 880 accounts, with 16 employees. It has 12 investment adviser representatives.

Reported AUM

$6.9B

Discretionary

21%

Accounts

880

Average account

$7.9M

Employees

16

Advisory reps

12

Registered since

1995

Jurisdictions

9

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Securities Ratings
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Frank Winborne Smith Chairman, Chief Compliance Officer CRD 4469624
• Frank Winbourne Smith Managing Director CRD 4502633
• William Parks Johnson Jr Managing Director CRD 5035708

1 more executive officer, with direct contact details

Advisory reps 3 of 12

• Lauren Brittany Eikner Investment Adviser Rep CRD 7323546
• Belinda Ann Fields Investment Adviser Rep CRD 3194276
• Robert Brian Fioretti Registered Rep · Investment Adviser Rep CRD 6846156

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

661 Sunnybrook Rd Ste 130
Ridgeland, MS 39157

County

Madison

Metro area

Jackson, MS

Region

South

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: ssw1776.com

Every state, with registration dates

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