Overview
Assets Under Management: $262 million
Headquarters: LUBBOCK, TX
High-Net-Worth Clients: 92
Average Client Assets: $2 million
Frequently Asked Questions
BONNER & SMITH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114287), BONNER & SMITH, LLC is subject to fiduciary duty under federal law.
BONNER & SMITH, LLC is headquartered in LUBBOCK, TX.
BONNER & SMITH, LLC serves 92 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, BONNER & SMITH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
BONNER & SMITH, LLC manages $262 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, BONNER & SMITH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,053
Discretionary Accounts: 1,053
Regulatory Filings
CRD Number: 114287
Last Filing Date: 2025-02-18 00:00:00
Website: https://bonner-smith.com