Smith, Brown & Groover Inc. d/b/a SBG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$281,536,701
Clients
477
Advisors
3
of 7 employees
About
Smith, Brown & Groover, Inc. (d/b/a SBG Wealth Management) provides discretionary investment advice and portfolio management to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporations. The firm charges percentage‑of‑AUM fees, manages accounts using custodial and clearing relationships with National Financial Services, and also offers transactions in mutual funds, exchange‑listed securities, annuities and insurance products.
SBG emphasizes continuous and regular account supervision and constructs portfolios tailored to each client’s objectives, using a mix of charting, fundamental and technical analysis and generally holding individual equities for the long term (one year or more). Reviews occur at least quarterly (with off‑cycle reviews triggered by concentrated positions or major events), the firm aggregates trades for block execution, and it may hold mutual funds in share classes where trail compensation can affect fee treatment.
The firm is atypical among peers in operating primarily as a FINRA‑registered broker‑dealer (about 55% of its business) while also providing advisory services, and it discloses the ability to receive insurance and mutual‑fund trail compensation and to deduct fees from brokerage accounts. SBG has a disclosed 2024 FINRA Letter of Acceptance, Waiver and Consent concerning a recommended trading strategy in a non‑traditional ETP and related supervisory failures, a regulatory matter prospective clients may weigh alongside the firm’s stated fiduciary procedures.
Client services
Expertise
Fee options
1.0% of assets under management per annum, payable quarterly (.0025 per quarter)
Account minimum: $50,000
Main office
4001 Vineville Avenue
Macon GA 31210-5039
Advisors at this office
3
Most active in
Georgia
Also doing business as
Brown And Groover, Inc. · Sbg Wealth Management · Sbg Wealth Management, LLC · Smith, Brown & Groover Inc. D/B/A Sbg Wealth Management · Smith, Brown & Groover, Inc. · Smith, Brown And Groover
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Randall N
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, INC.
Randall Norris is a financial advisor at Smith, Brown & Groover, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked with firms including Valic Financial Advisors and MetLife Investment Fund Services LLC. Outside of his advisory role, he provides consulting on board governance, profitability, and tax planning for Southeastern Management Coop, Inc. Smith, Brown & Groover, Inc. (SBG Wealth Management) offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes continuous account supervision and constructs portfolios using charting, fundamental and technical analysis, generally holding individual equities for the long term.
Tim H
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, INC.
Tim Hemingway is a financial advisor with Smith, Brown & Groover, Inc. in Macon, GA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Smith, Brown & Groover since 2005. Outside of his advisory role, Hemingway is a licensed professional counselor and serves as a United Methodist pastor, providing counseling and performing religious services. Smith, Brown & Groover, Inc. offers discretionary investment advice and portfolio management to individuals, trusts, estates, charitable organizations, and corporations. The firm focuses on continuous account supervision and tailored portfolio construction, employing a mix of charting, fundamental and technical analysis, while generally holding individual equities for the long term.
Raymond S
Series 63, Series 65
Macon, GA
Smith, Brown & Groover, Inc.
Raymond Smith Jr. is a financial advisor at Smith, Brown & Groover, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 1992. Outside of his advisory role, he serves on the boards of Purefy.com and Goodwill of Macon and is involved with a tire stem manufacturing venture, TWISTEM.COM, on a voluntary basis. Smith, Brown & Groover, Inc. (d/b/a SBG Wealth Management) provides discretionary portfolio management and advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations. The firm emphasizes continuous account supervision and tailors portfolios using technical, fundamental, and cyclical analysis, generally pursuing long-term stock holdings and institutional or F-/C-class mutual fund share classes.
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