This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-30-2016
- Office Locations
- 1
Office Locations
About Smart Money Group, LLC
Smart Money Group, LLC is a Texas-based registered investment adviser providing investment management and financial planning for retail clients, with planning support around taxes, estate/legacy, and business succession for business owners and entrepreneurs. Portfolios primarily use public funds and ETFs. The firm also supports independent advisors and offers brokerage through Calton & Associates (FINRA/SIPC); custody commonly via Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JAMES ROY KENNEDY
Advisor, Managing Member
- CRD
- #1961588
- Ownership
- 50% but less than 75%
AARON NEAL KENNEDY
Advisor
- CRD
- #4131425
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
Samuel Ethan Barker
--
- CRD
- #7636150
Brent Anthony Bible
--
- CRD
- #7739749
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,299,735 | $270,255 |
| Non-Discretionary | $0 | -- |
| Total | $424,299,735 | $270,255 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing