SHEETS SMITH WEALTH MANAGEMENT
CRD #105710 SEC #801-31437 WINSTON SALEM, NC 336-765-2020
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
17
Clients
25
Accounts
1,039
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| ANTHONY, PAUL, THOMAS | I | PRESIDENT | NA | Control |
| CARTEE, THOMAS, EDWARD | I | VICE PRESIDENT | NA | Control |
| ELBERSON, ROBERT, EVANS | I | STOCKHOLDER - NONEMPLOYEE | NA | |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| GILBERT, DAVID, BEELER | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HEWETT, ALLISON, HUGHES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, WILLIAM, GEORGE | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | E | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | D | Control |
| SHEETS, JOHN, RICHARD | I | PRESIDENT | D | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | D | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | D | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | D | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | D | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | D | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | D | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | D | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | C | Control |
| SHEETS, JOHN, RICHARD | I | CHAIRMAN | C | Control |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | C | Control |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | C | Control |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | C | Control |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | C | Control |
| GRAY, CLAYLAND, BOYDEN | I | STOCKHOLDER - NONEMPLOYEE | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, STEPHEN, TODD | I | MINORITY OWNER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| SHEETS, TRENT, RYAN | I | WEALTH MANAGER | B | |
| ELBERSON, ROBERT, EVANS | I | STOCKHOLDER - NONEMPLOYEE | A | |
| GRAY, CLAYLAND, BOYDEN | I | STOCKHOLDER - NONEMPLOYEE | A | |
| GRAY, CLAYLAND, BOYDEN | I | STOCKHOLDER - NONEMPLOYEE | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOWDEN, ZOLLY, CORNELL | I | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | D | Control |
| BOWDEN, ZOLLY, CORNELL | I | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | D | Control |
| SHEETS SMITH WEALTH MANAGEMENT | DE | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | C | Control |
| SHEETS SMITH WEALTH MANAGEMENT | DE | SHEETS SMITH INVESTMENT MANAGEMENT, LLC | C | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (12)
CA FL GA IN LA MD NC NY SC TN TX VA
Address
120 CLUB OAKS COURTSUITE 200
WINSTON SALEM, NC 27104-4680
United States
Phone: 336-765-2020