CRD: 109540
Smith & Howard Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-02-1999
- Office Locations
- 1
Office Locations
About Smith & Howard Wealth Management, LLC
Smith + Howard Wealth Management is an Atlanta-based RIA providing investment management alongside financial, tax, and estate planning. The team serves individuals and business owners with goals-based, relationship-first advice, including business succession and charitable planning. Portfolios primarily use public funds and ETFs with fixed income and alternative exposures where appropriate. Custodies with Schwab and leverages Addepar/eMoney for reporting and planning.
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CRM
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Owner & Executives
TIMOTHY FAIR AGNEW
Chief Compliance Officer, Partner, President
- CRD
- #4368749
- Ownership
- Less than 5%
BRADLEY DALE SWINSBURG
Chief Investment Officer
- CRD
- #3100975
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Julio Barahona
Director Of Operations
- CRD
- #7067105
ROBERT LLOYD KAERCHER JR
Wealth Manager
- CRD
- #1952599
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $726,887,895 | $969,184 |
| Non-Discretionary | $0 | -- |
| Total | $726,887,895 | $969,184 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | 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 |
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