Data / Investment advisers / Mississippi / Smith Shellnut Wilson
Smith Shellnut Wilson, Ridgeland, MS: $6.9 billion AUM, SEC registered investment adviser
Smith Shellnut Wilson is an SEC registered investment adviser with its main office in Ridgeland, Mississippi and reports $6.9 billion in regulatory assets under management in its Form ADV filed September 9, 2026. Its clients include banks and thrifts, state and municipal governments and high net worth individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 106235
- SEC file number
- 801-49071
- SEC status
- Approved, effective April 26, 1995
- Legal name
- Smith Shellnut Wilson LLC
- Main office
- 661 Sunnybrook Road Suite 130, Ridgeland, MS 39157
- Phone
- (601) 605-1776
- Website
- ssw1776.com
- Regulatory AUM
- $6,924,984,046 in the Form ADV filed September 9, 2026
- Discretionary AUM
- $1,448,588,600
- Non discretionary AUM
- $5,476,395,446
- Accounts
- 880
- Employees
- 16, of which 14 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 51 | $5.48 billion |
| State or municipal government entities | 24 | $401.5 million |
| High net worth individuals | 66 | $386.5 million |
| Charitable organizations | 25 | $269.1 million |
| Insurance companies | 4 | $191.4 million |
| Corporations or other businesses | 26 | $86.6 million |
| Individuals (other than high net worth individuals) | 175 | $86.4 million |
| Pension and profit sharing plans | 9 | $27 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $6.92 billion | March 12, 2026 |
| December 1, 2025 | $8.02 billion | November 21, 2025 |
Other advisers in Ridgeland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Molpus Woodlands Group, LLC | Ridgeland | $1.83 billion | 9 | adviserinfo.sec.gov |
| Mag Cap | Ridgeland | $1.69 billion | Not listed | adviserinfo.sec.gov |
| Element Wealth, LLC | Ridgeland | $743.7 million | Not listed | adviserinfo.sec.gov |
| Argent Wealth, LLC | Ridgeland | $487.3 million | Not listed | adviserinfo.sec.gov |
| Legacy Wealth Management, LLC | Ridgeland | $458.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ridgeland, MS
- Investment advisers in Mississippi
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving state and municipal governments
- Smith Shellnut Wilson on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.