SMITH, BROWN & GROOVER, INC.
Legal name: SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
CRD #1329 SEC #801-117531 MACON, GA 478-474-7004
SEC Registered Broker-Dealer
Total AUM
$283.3M
Discretionary
$283.3M
Employees
9
Clients
0
Accounts
715
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $283.3M | $283.3M | $0 | 9 | 0 |
| Mar 2025 | $283.3M | $283.3M | $0 | 9 | 0 |
| Dec 2024 | $240.8M | $240.8M | $0 | 9 | 0 |
| Mar 2024 | $240.8M | $240.8M | $0 | 9 | 0 |
| Mar 2023 | $191.9M | $191.9M | $0 | 10 | 0 |
| Dec 2022 | $199.9M | $199.9M | $0 | 10 | 0 |
| Mar 2022 | $199.9M | $199.9M | $0 | 10 | 0 |
| Jun 2021 | $170.1M | $170.1M | $0 | 11 | 0 |
| Apr 2021 | $170.1M | $170.1M | $0 | 11 | 0 |
| Mar 2021 | $158.7M | $158.7M | $0 | 11 | 0 |
| Sep 2020 | $120M | $120M | $0 | 11 | 0 |
| Jul 2020 | $120M | $120M | $0 | 11 | 0 |
| Jun 2020 | $120M | $120M | $0 | 11 | 0 |
| Mar 2020 | $120M | $120M | $0 | 11 | 0 |
| Sep 2019 | $109M | $109M | $0 | 11 | 0 |
| Mar 2008 | $22.2M | $22.2M | $0 | 10 | -- |
| Mar 2007 | $31.7M | $31.7M | $0 | 10 | -- |
| Mar 2004 | $34.9M | $34.9M | $0 | 10 | -- |
| May 2002 | $38.2M | $38.2M | $0 | 10 | -- |
DateAug 2025
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2025
Total AUM$283.3M
Discretionary$283.3M
Non-Disc.$0
Employees9
Clients0
DateDec 2024
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$191.9M
Discretionary$191.9M
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$199.9M
Discretionary$199.9M
Non-Disc.$0
Employees10
Clients0
DateJun 2021
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees11
Clients0
DateApr 2021
Total AUM$170.1M
Discretionary$170.1M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$158.7M
Discretionary$158.7M
Non-Disc.$0
Employees11
Clients0
DateSep 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees11
Clients0
DateJul 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees11
Clients0
DateMar 2020
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees11
Clients0
DateSep 2019
Total AUM$109M
Discretionary$109M
Non-Disc.$0
Employees11
Clients0
DateMar 2008
Total AUM$22.2M
Discretionary$22.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$34.9M
Discretionary$34.9M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$38.2M
Discretionary$38.2M
Non-Disc.$0
Employees10
Clients--