SMITH SHELLNUT WILSON LLC
Legal name: SMITH SHELLNUT WILSON
CRD #106235 SEC #801-49071 RIDGELAND, MS 601-605-1776
SEC Registered
Total AUM
$8B
Discretionary
$1.3B
Employees
17
Clients
1
Accounts
824
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $8B | $1.3B | $6.7B | 17 | 12 |
| Aug 2025 | $8B | $1.3B | $6.7B | 17 | 12 |
| Jun 2025 | $8B | $1.3B | $6.7B | 17 | 12 |
| Apr 2025 | $8B | $1.3B | $6.7B | 16 | 12 |
| Mar 2025 | $8B | $1.3B | $6.7B | 16 | 12 |
| Jul 2024 | $7.2B | $1.2B | $6.1B | 16 | 12 |
| May 2024 | $7.2B | $1.2B | $6.1B | 16 | 12 |
| Apr 2024 | $7.2B | $1.2B | $6.1B | 16 | 12 |
| Mar 2024 | $7.2B | $1.2B | $6.1B | 15 | 12 |
| Feb 2024 | $7.2B | $1.2B | $6.1B | 15 | 12 |
| Feb 2024 | $7.8B | $1.1B | $6.7B | 15 | 13 |
| Oct 2023 | $7.8B | $1.1B | $6.7B | 15 | 13 |
| Sep 2023 | $7.8B | $1.1B | $6.7B | 15 | 13 |
| Aug 2023 | $7.8B | $1.1B | $6.7B | 15 | 13 |
| Apr 2023 | $7.8B | $1.1B | $6.7B | 15 | 13 |
| Mar 2023 | $7.8B | $1.1B | $6.7B | 15 | 13 |
| Feb 2023 | $6.2B | $1.2B | $5B | 15 | 0 |
| Jan 2023 | $6.2B | $1.2B | $5B | 15 | 0 |
| Oct 2022 | $6.2B | $1.2B | $5B | 14 | 0 |
| Oct 2022 | $6.2B | $1.2B | $5B | 13 | 0 |
| Oct 2022 | $6.2B | $1.2B | $5B | 13 | 0 |
| Sep 2022 | $6.2B | $1.2B | $5B | 13 | 0 |
| Jul 2022 | $6.2B | $1.2B | $5B | 13 | 0 |
| May 2022 | $6.2B | $1.2B | $5B | 13 | 0 |
| Apr 2022 | $6.2B | $1.2B | $5B | 12 | 0 |
| Mar 2022 | $6.2B | $1.2B | $5B | 11 | 0 |
| Mar 2022 | $6.2B | $1.2B | $5B | 11 | 0 |
| Dec 2021 | $3.9B | $1B | $2.9B | 11 | 0 |
| Apr 2021 | $3.9B | $1B | $2.9B | 12 | 0 |
| Mar 2021 | $3.9B | $1B | $2.9B | 13 | 0 |
| Jun 2020 | $3.1B | $904M | $2.2B | 13 | 0 |
| Feb 2020 | $3.1B | $904M | $2.2B | 13 | 0 |
| Mar 2019 | $2.6B | $773.4M | $1.8B | 12 | 0 |
| Aug 2018 | $2.3B | $699.5M | $1.7B | 13 | 0 |
| Mar 2018 | $2.3B | $699.5M | $1.7B | 13 | 0 |
| Mar 2017 | $2B | $665.2M | $1.3B | 14 | 400 |
| Mar 2016 | $1.9B | $688.2M | $1.2B | 14 | 400 |
| Mar 2015 | $2B | $635.1M | $1.3B | 14 | 300 |
| Aug 2014 | $1.6B | $498M | $1.1B | 12 | 300 |
| Mar 2014 | $1.6B | $498M | $1.1B | 12 | 300 |
| Mar 2013 | $1.5B | $465.3M | $1.1B | 10 | 300 |
| Nov 2012 | $1.4B | $414.7M | $1B | 12 | 300 |
| Sep 2012 | $1.4B | $414.7M | $1B | 11 | 300 |
| Jun 2012 | $1.4B | $414.7M | $1B | 11 | 300 |
| Apr 2012 | $1.4B | $414.7M | $1B | 11 | 300 |
| Mar 2012 | $1.4B | $414.7M | $1B | 11 | 300 |
| Dec 2011 | $1.3B | $403.4M | $930.2M | 11 | 300 |
| Apr 2011 | $1.3B | $403.4M | $930.2M | -- | -- |
| Mar 2008 | $1.2B | $361.3M | $813.8M | 10 | -- |
| Mar 2007 | $1.1B | $356.8M | $764.3M | 10 | -- |
| Sep 2005 | $1B | $746.1M | $269.3M | 10 | -- |
| Oct 2001 | $867.1M | $240.5M | $626.7M | 10 | -- |
DateNov 2025
Total AUM$8B
Discretionary$1.3B
Non-Disc.$6.7B
Employees17
Clients12
DateAug 2025
Total AUM$8B
Discretionary$1.3B
Non-Disc.$6.7B
Employees17
Clients12
DateJun 2025
Total AUM$8B
Discretionary$1.3B
Non-Disc.$6.7B
Employees17
Clients12
DateApr 2025
Total AUM$8B
Discretionary$1.3B
Non-Disc.$6.7B
Employees16
Clients12
DateMar 2025
Total AUM$8B
Discretionary$1.3B
Non-Disc.$6.7B
Employees16
Clients12
DateJul 2024
Total AUM$7.2B
Discretionary$1.2B
Non-Disc.$6.1B
Employees16
Clients12
DateMay 2024
Total AUM$7.2B
Discretionary$1.2B
Non-Disc.$6.1B
Employees16
Clients12
DateApr 2024
Total AUM$7.2B
Discretionary$1.2B
Non-Disc.$6.1B
Employees16
Clients12
DateMar 2024
Total AUM$7.2B
Discretionary$1.2B
Non-Disc.$6.1B
Employees15
Clients12
DateFeb 2024
Total AUM$7.2B
Discretionary$1.2B
Non-Disc.$6.1B
Employees15
Clients12
DateFeb 2024
Total AUM$7.8B
Discretionary$1.1B
Non-Disc.$6.7B
Employees15
Clients13
DateOct 2023
Total AUM$7.8B
Discretionary$1.1B
Non-Disc.$6.7B
Employees15
Clients13
DateSep 2023
Total AUM$7.8B
Discretionary$1.1B
Non-Disc.$6.7B
Employees15
Clients13
DateAug 2023
Total AUM$7.8B
Discretionary$1.1B
Non-Disc.$6.7B
Employees15
Clients13
DateApr 2023
Total AUM$7.8B
Discretionary$1.1B
Non-Disc.$6.7B
Employees15
Clients13
DateMar 2023
Total AUM$7.8B
Discretionary$1.1B
Non-Disc.$6.7B
Employees15
Clients13
DateFeb 2023
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees15
Clients0
DateJan 2023
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees15
Clients0
DateOct 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees14
Clients0
DateOct 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees13
Clients0
DateOct 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees13
Clients0
DateSep 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees13
Clients0
DateJul 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees13
Clients0
DateMay 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees13
Clients0
DateApr 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees12
Clients0
DateMar 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees11
Clients0
DateMar 2022
Total AUM$6.2B
Discretionary$1.2B
Non-Disc.$5B
Employees11
Clients0
DateDec 2021
Total AUM$3.9B
Discretionary$1B
Non-Disc.$2.9B
Employees11
Clients0
DateApr 2021
Total AUM$3.9B
Discretionary$1B
Non-Disc.$2.9B
Employees12
Clients0
DateMar 2021
Total AUM$3.9B
Discretionary$1B
Non-Disc.$2.9B
Employees13
Clients0
DateJun 2020
Total AUM$3.1B
Discretionary$904M
Non-Disc.$2.2B
Employees13
Clients0
DateFeb 2020
Total AUM$3.1B
Discretionary$904M
Non-Disc.$2.2B
Employees13
Clients0
DateMar 2019
Total AUM$2.6B
Discretionary$773.4M
Non-Disc.$1.8B
Employees12
Clients0
DateAug 2018
Total AUM$2.3B
Discretionary$699.5M
Non-Disc.$1.7B
Employees13
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$699.5M
Non-Disc.$1.7B
Employees13
Clients0
DateMar 2017
Total AUM$2B
Discretionary$665.2M
Non-Disc.$1.3B
Employees14
Clients400
DateMar 2016
Total AUM$1.9B
Discretionary$688.2M
Non-Disc.$1.2B
Employees14
Clients400
DateMar 2015
Total AUM$2B
Discretionary$635.1M
Non-Disc.$1.3B
Employees14
Clients300
DateAug 2014
Total AUM$1.6B
Discretionary$498M
Non-Disc.$1.1B
Employees12
Clients300
DateMar 2014
Total AUM$1.6B
Discretionary$498M
Non-Disc.$1.1B
Employees12
Clients300
DateMar 2013
Total AUM$1.5B
Discretionary$465.3M
Non-Disc.$1.1B
Employees10
Clients300
DateNov 2012
Total AUM$1.4B
Discretionary$414.7M
Non-Disc.$1B
Employees12
Clients300
DateSep 2012
Total AUM$1.4B
Discretionary$414.7M
Non-Disc.$1B
Employees11
Clients300
DateJun 2012
Total AUM$1.4B
Discretionary$414.7M
Non-Disc.$1B
Employees11
Clients300
DateApr 2012
Total AUM$1.4B
Discretionary$414.7M
Non-Disc.$1B
Employees11
Clients300
DateMar 2012
Total AUM$1.4B
Discretionary$414.7M
Non-Disc.$1B
Employees11
Clients300
DateDec 2011
Total AUM$1.3B
Discretionary$403.4M
Non-Disc.$930.2M
Employees11
Clients300
DateApr 2011
Total AUM$1.3B
Discretionary$403.4M
Non-Disc.$930.2M
Employees--
Clients--
DateMar 2008
Total AUM$1.2B
Discretionary$361.3M
Non-Disc.$813.8M
Employees10
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$356.8M
Non-Disc.$764.3M
Employees10
Clients--
DateSep 2005
Total AUM$1B
Discretionary$746.1M
Non-Disc.$269.3M
Employees10
Clients--
DateOct 2001
Total AUM$867.1M
Discretionary$240.5M
Non-Disc.$626.7M
Employees10
Clients--