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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 30, 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 |
|---|---|---|---|---|
| BUSH, STEPHANIE, KIM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DWYER, JOHN, KEITH | I | CHIEF COMPLIANCE OFFICER | NA | |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ISHAM, JENNIFER, FAYE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| Kasting, Jonathan, G | I | CHIEF COMPLIANCE OFFICER | NA | |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER | D | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
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| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
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| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| KENNEDY, JAMES, ROY | I | MANAGING MEMBER | D | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER | C | Control |
| FOOS, BRADLEY, DONALD | I | MANAGING MEMBER | C | Control |
| KENNEDY, AARON, NEAL | I | MEMBER | C | Control |
| KENNEDY, AARON, NEAL | I | MEMBER | C | Control |
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| ROBINSON, ANGELA, NICOLE KENNEDY | I | MEMBER | C | Control |
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| KENNEDY, AARON, NEAL | I | MEMBER | B | Control |
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| ROBINSON, ANGELA, NICOLE KENNEDY | I | MEMBER | B | Control |
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Registrations
Federal
IA
Jul 30, 2025 REGISTERED
Notice Filings (11)
AZ CA CO MD MT NE NM OH OK TX WA
Address
106 SOUTH SEAMANEASTLAND, TX 76448
United States
Phone: 254-629-3866