A complete list of active advisors currently associated with Smith, Brown & Groover Inc. d/b/a SBG Wealth Management
Warmer can help you find a great advisor at Smith, Brown & Groover Inc. d/b/a SBG Wealth Management or one who fits your needs even better.
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.
To learn more about the advisors currently working at Smith, Brown & Groover Inc. d/b/a SBG Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Macon, GA
| 21
| |
Macon, GA
| 27
| |
Macon, GA
| 45
|
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