BONNER & SMITH, LLC
CRD #114287 SEC #801-81163 LUBBOCK, TX 806-798-1880
SEC Registered
Total AUM
$262.3M
Discretionary
$262.3M
Employees
3
Clients
251
Accounts
1,053
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $262.3M | $262.3M | $0 | 3 | 0 |
| Jan 2024 | $230.4M | $230.4M | $0 | 3 | 0 |
| Mar 2023 | $207.6M | $207.6M | $0 | 3 | 0 |
| Mar 2022 | $229.3M | $229.3M | $0 | 2 | 0 |
| Mar 2021 | $202.6M | $202.6M | $0 | 2 | 0 |
| Jul 2020 | $176M | $176M | $0 | 2 | 0 |
| Jul 2020 | $176M | $176M | $0 | 2 | 0 |
| Jun 2020 | $156.1M | $156.1M | $0 | 2 | 0 |
| Mar 2020 | $156.1M | $156.1M | $0 | 2 | 0 |
| Feb 2019 | $156.1M | $156.1M | $0 | 2 | 0 |
| Feb 2018 | $150.9M | $150.9M | $0 | 2 | 0 |
| Mar 2017 | $128M | $128M | $0 | 2 | 200 |
| Oct 2016 | $118.9M | $118.9M | $0 | 2 | 200 |
| Mar 2016 | $118.9M | $118.9M | $0 | 2 | 200 |
| Mar 2015 | $111.8M | $111.8M | $0 | 2 | 200 |
| Feb 2012 | $67.2M | $67.2M | $0 | 1 | 200 |
| May 2011 | $61.5M | $61.5M | $0 | 5 | -- |
| May 2011 | $61.5M | $61.5M | $0 | 5 | -- |
| Apr 2011 | $58.9M | $58.9M | $0 | 5 | -- |
| Apr 2011 | $58.9M | $58.9M | $0 | 5 | -- |
| Mar 2011 | $58.9M | $58.9M | $0 | 5 | -- |
| Jan 2010 | $41.2M | $41.2M | $0 | 5 | -- |
| Mar 2008 | $35.5M | $35.5M | $0 | 5 | -- |
| Mar 2008 | $35.5M | $35.5M | $0 | 5 | -- |
DateFeb 2025
Total AUM$262.3M
Discretionary$262.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$230.4M
Discretionary$230.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$202.6M
Discretionary$202.6M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$156.1M
Discretionary$156.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$150.9M
Discretionary$150.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$128M
Discretionary$128M
Non-Disc.$0
Employees2
Clients200
DateOct 2016
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees2
Clients200
DateMar 2016
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees2
Clients200
DateMar 2015
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees2
Clients200
DateFeb 2012
Total AUM$67.2M
Discretionary$67.2M
Non-Disc.$0
Employees1
Clients200
DateMay 2011
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$58.9M
Discretionary$58.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$41.2M
Discretionary$41.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$35.5M
Discretionary$35.5M
Non-Disc.$0
Employees5
Clients--