SMART MONEY GROUP, LLC
CRD #284187 SEC #801-107979 EASTLAND, TX 254-629-3866
SEC Registered
Total AUM
$368.9M
Discretionary
$368.9M
Employees
25
Clients
10
Accounts
1,544
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $368.9M | $368.9M | $0 | 25 | 0 |
| Apr 2025 | $368.9M | $368.9M | $0 | 25 | 0 |
| Mar 2025 | $368.9M | $368.9M | $0 | 25 | 0 |
| Nov 2024 | $286.5M | $283.7M | $2.8M | 21 | 0 |
| Apr 2024 | $286.5M | $283.7M | $2.8M | 21 | 0 |
| Mar 2024 | $286.5M | $283.7M | $2.8M | 21 | 0 |
| Feb 2024 | $286.5M | $283.7M | $2.8M | 21 | 0 |
| Nov 2023 | $254.1M | $252.1M | $2M | 20 | 0 |
| Mar 2023 | $254.1M | $252.1M | $2M | 20 | 0 |
| Oct 2022 | $260.2M | $246M | $14.2M | 17 | 4 |
| Sep 2022 | $260.2M | $246M | $14.2M | 18 | 4 |
| Aug 2022 | $260.2M | $246M | $14.2M | 18 | 4 |
| Jul 2022 | $260.2M | $246M | $14.2M | 18 | 4 |
| Jun 2022 | $260.2M | $246M | $14.2M | 18 | 4 |
| Jun 2022 | $260.2M | $246M | $14.2M | 18 | 4 |
| Apr 2022 | $260.2M | $246M | $14.2M | 17 | 4 |
| Apr 2022 | $260.2M | $246M | $14.2M | 17 | 4 |
| Apr 2022 | $260.2M | $246M | $14.2M | 17 | 4 |
| Apr 2022 | $260.2M | $246M | $14.2M | 17 | 4 |
| Mar 2022 | $260.2M | $246M | $14.2M | 17 | 4 |
| Mar 2022 | $260.2M | $246M | $14.2M | 17 | 4 |
| Jan 2022 | $196.5M | $184.6M | $11.9M | 17 | 6 |
| Nov 2021 | $196.5M | $184.6M | $11.9M | 18 | 6 |
| Jul 2021 | $196.5M | $184.6M | $11.9M | 18 | 6 |
| Apr 2021 | $196.5M | $184.6M | $11.9M | 21 | 6 |
| Mar 2021 | $196.5M | $184.6M | $11.9M | 21 | 6 |
| Dec 2020 | $312M | $301.6M | $10.3M | 21 | 8 |
| Nov 2020 | $312M | $301.6M | $10.3M | 21 | 8 |
| Oct 2020 | $312M | $301.6M | $10.3M | 21 | 8 |
| Oct 2020 | $312M | $301.6M | $10.3M | 23 | 8 |
| Sep 2020 | $312M | $301.6M | $10.3M | 25 | 8 |
| Jun 2020 | $312M | $301.6M | $10.3M | 26 | 8 |
| May 2020 | $312M | $301.6M | $10.3M | 25 | 8 |
| May 2020 | $312M | $301.6M | $10.3M | 25 | 8 |
| Apr 2020 | $312M | $301.6M | $10.3M | 25 | 8 |
| Mar 2020 | $312M | $301.6M | $10.3M | 26 | 8 |
| Jan 2019 | $223.4M | $223M | $406.3K | 26 | 0 |
| Feb 2018 | $200.9M | $198.9M | $2M | 21 | 0 |
| Jul 2017 | $218.3M | $216.5M | $1.8M | 21 | 500 |
| May 2017 | $218.3M | $216.5M | $1.8M | 21 | 500 |
| Mar 2017 | $218.3M | $216.5M | $1.8M | 21 | 500 |
| Oct 2016 | $193.9M | $186.5M | $7.4M | 3 | 0 |
| Sep 2016 | $193.9M | $186.5M | $7.4M | 3 | 0 |
| Aug 2016 | $0 | $0 | $0 | 3 | 0 |
| Jul 2016 | $0 | $0 | $0 | 3 | 0 |
| Jun 2016 | $0 | $0 | $0 | 3 | 0 |
| Jun 2016 | $0 | $0 | $0 | 8 | 0 |
DateJul 2025
Total AUM$368.9M
Discretionary$368.9M
Non-Disc.$0
Employees25
Clients0
DateApr 2025
Total AUM$368.9M
Discretionary$368.9M
Non-Disc.$0
Employees25
Clients0
DateMar 2025
Total AUM$368.9M
Discretionary$368.9M
Non-Disc.$0
Employees25
Clients0
DateNov 2024
Total AUM$286.5M
Discretionary$283.7M
Non-Disc.$2.8M
Employees21
Clients0
DateApr 2024
Total AUM$286.5M
Discretionary$283.7M
Non-Disc.$2.8M
Employees21
Clients0
DateMar 2024
Total AUM$286.5M
Discretionary$283.7M
Non-Disc.$2.8M
Employees21
Clients0
DateFeb 2024
Total AUM$286.5M
Discretionary$283.7M
Non-Disc.$2.8M
Employees21
Clients0
DateNov 2023
Total AUM$254.1M
Discretionary$252.1M
Non-Disc.$2M
Employees20
Clients0
DateMar 2023
Total AUM$254.1M
Discretionary$252.1M
Non-Disc.$2M
Employees20
Clients0
DateOct 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees17
Clients4
DateSep 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees18
Clients4
DateAug 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees18
Clients4
DateJul 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees18
Clients4
DateJun 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees18
Clients4
DateJun 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees18
Clients4
DateApr 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees17
Clients4
DateApr 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees17
Clients4
DateApr 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees17
Clients4
DateApr 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees17
Clients4
DateMar 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees17
Clients4
DateMar 2022
Total AUM$260.2M
Discretionary$246M
Non-Disc.$14.2M
Employees17
Clients4
DateJan 2022
Total AUM$196.5M
Discretionary$184.6M
Non-Disc.$11.9M
Employees17
Clients6
DateNov 2021
Total AUM$196.5M
Discretionary$184.6M
Non-Disc.$11.9M
Employees18
Clients6
DateJul 2021
Total AUM$196.5M
Discretionary$184.6M
Non-Disc.$11.9M
Employees18
Clients6
DateApr 2021
Total AUM$196.5M
Discretionary$184.6M
Non-Disc.$11.9M
Employees21
Clients6
DateMar 2021
Total AUM$196.5M
Discretionary$184.6M
Non-Disc.$11.9M
Employees21
Clients6
DateDec 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees21
Clients8
DateNov 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees21
Clients8
DateOct 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees21
Clients8
DateOct 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees23
Clients8
DateSep 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees25
Clients8
DateJun 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees26
Clients8
DateMay 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees25
Clients8
DateMay 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees25
Clients8
DateApr 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees25
Clients8
DateMar 2020
Total AUM$312M
Discretionary$301.6M
Non-Disc.$10.3M
Employees26
Clients8
DateJan 2019
Total AUM$223.4M
Discretionary$223M
Non-Disc.$406.3K
Employees26
Clients0
DateFeb 2018
Total AUM$200.9M
Discretionary$198.9M
Non-Disc.$2M
Employees21
Clients0
DateJul 2017
Total AUM$218.3M
Discretionary$216.5M
Non-Disc.$1.8M
Employees21
Clients500
DateMay 2017
Total AUM$218.3M
Discretionary$216.5M
Non-Disc.$1.8M
Employees21
Clients500
DateMar 2017
Total AUM$218.3M
Discretionary$216.5M
Non-Disc.$1.8M
Employees21
Clients500
DateOct 2016
Total AUM$193.9M
Discretionary$186.5M
Non-Disc.$7.4M
Employees3
Clients0
DateSep 2016
Total AUM$193.9M
Discretionary$186.5M
Non-Disc.$7.4M
Employees3
Clients0
DateAug 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0