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- Custodian
- American Funds ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2002
- Office Locations
- 1
Office Locations
About Bonner & Smith, LLC
Bonner & Smith, LLC is a Lubbock, TX RIA providing CFP-led financial planning and discretionary investment management focused on helping individuals and families plan for and transition into retirement. The firm operates under a fiduciary standard and incorporates active management and risk management across portfolios using mutual funds, ETFs and fixed income; custody includes Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
RAYMOND KEITH BONNER
Managing Member, Owner
- CRD
- #4460700
- Ownership
- 50% but less than 75%
SUSAN DENISE SMITH
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #3074054
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Rusti Dawn Pitts
Financial Advisor
- CRD
- #7678166
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $314,766,006 | $301,500 |
| Non-Discretionary | $0 | -- |
| Total | $314,766,006 | $301,500 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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