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- Custodian
- Fidelity/NFS ยท Prudential
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-21-1975
- Office Locations
- 1
Office Locations
About Smith, Brown & Groover, Inc.
Smith, Brown & Groover is a Macon, GA-based wealth management firm serving retail and institutional clients. The team delivers financial planning and investment management, including debt/asset/budget analysis, estate and retirement planning, and insurance solutions. Its approach centers on company-level financial analysis and ongoing idea generation, with portfolios largely implemented via ETFs. The firm highlights FINRA BrokerCheck and SIPC resources and uses Fidelity/NFS as a primary custodian.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RAYMOND HILL SMITH JR
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #731506
- Ownership
- 75% or more
THOMAS EARL BARFIELD JR
SENIOR VICE PRESIDENT
- CRD
- #4518997
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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TIM DAVIDSON HEMINGWAY
Vice President
- CRD
- #5013252
RANDALL OWEN NORRIS
Vice President
- CRD
- #4008803
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,162,648 | $393,577 |
| Non-Discretionary | $0 | -- |
| Total | $284,162,648 | $393,577 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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