Overview
Assets Under Management: $130 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 26
Average Client Assets: $3.2 million
Frequently Asked Questions
SHEETS SMITH INVESTMENT MANAGEMENT, 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 #293992), SHEETS SMITH INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SHEETS SMITH INVESTMENT MANAGEMENT, LLC is headquartered in HOUSTON, TX.
SHEETS SMITH INVESTMENT MANAGEMENT, LLC serves 26 high-net-worth clients according to their SEC filing dated August 25, 2025. View client details ↓
According to their SEC Form ADV, SHEETS SMITH INVESTMENT MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SHEETS SMITH INVESTMENT MANAGEMENT, LLC manages $130 million in client assets according to their SEC filing dated August 25, 2025.
According to their SEC Form ADV, SHEETS SMITH INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.87%
Average Client Assets: $3.2 million
Total Client Accounts: 255
Discretionary Accounts: 255
Regulatory Filings
CRD Number: 293992
Filing ID: 2011736
Last Filing Date: 2025-08-25 16:47:00