Smith & Howard Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans and charitable organizations. The firm provides financial planning, ongoing portfolio management (primarily via mutual funds and ETFs), retirement plan consulting, and access to separate account managers, managing roughly $727 million for about 217 clients with a six‑advisor team.
The firm builds a client-specific Investment Plan at onboarding and generally implements it on a discretionary basis, allocating across mutual funds, ETFs and, where appropriate, individual equities and fixed-income securities. It may employ outside separate account managers, aggregate trades for execution, and the brochure notes a range of potential strategies (including short sales, options and margin transactions) while stating margin is not a firm-level strategy and that clients may elect to borrow against accounts subject to documented margin risks.
Noteworthy aspects relative to peers include formal affiliations with a professional services affiliate that provides accounting and tax expertise and shared personnel, and a multi‑tiered ownership structure with a controlling interest held by an entity linked to private equity (TPG Growth), both of which the firm discloses as material relationships. The firm also documents practices around borrowing in client accounts and the use of affiliated advisers and separate managers (with separate fees and account requirements), features that are less common among similarly sized team firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.40% $10,000,001+: Negotiable
Hourly rates apply for separate financial planning services, fees are negotiated at engagement.
Account minimum: $1,000,000 Minimum fee: Minimum annual fees may apply, specific amounts not stated.
Main office
271 17th Street NW, Suite 2100
Atlanta GA 30363
Advisors at this office
6
Most active in
Florida · Georgia · Texas
Also doing business as
Smith & Howard Financial Group LLC · Smith & Howard Wealth Management, LLC
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
Quick links
Advisors at this firm
Robert K
Series 63, Series 65
Atlanta, GA
Smith & Howard Wealth Management, LLC
Robert Kaercher Jr. is a financial advisor with Smith & Howard Wealth Management, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 16 years of industry experience, all with Smith & Howard since 2010. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients with a six-advisor team.
Bradley S
CFA®, Series 63, Series 65
Atlanta, GA
Smith & Howard Wealth Management, LLC
Bradley Swinsburg is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Smith & Howard Wealth Management, LLC since 2016. He is based in Atlanta, GA, and holds Series 63 and Series 65 licenses. Smith & Howard Wealth Management is a discretionary investment adviser managing approximately $727 million for individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm creates customized investment plans and primarily uses mutual funds and ETFs, with access to separate account managers and a range of potential strategies.
Valerie N
CFA®
Atlanta, GA
Smith & Howard Wealth Management, LLC
Valerie Nichols is a CFA® charterholder with 10 years of industry experience, currently serving as an advisor at Smith & Howard Wealth Management, LLC since 2016. She is based in Atlanta, GA and is part of a six-advisor team. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers, managing approximately $727 million for about 217 clients.
Timothy A
CFP®
Atlanta, GA
Smith & Howard Wealth Management, LLC
Timothy Agnew is a CFP® professional with 23 years of industry experience, currently serving at Smith & Howard Wealth Management, LLC since 1999. He is also a partner at Smith & Howard, P.C., a CPA and consulting firm, where he has been involved since 1991. Approximately 40% of his time is dedicated to Smith & Howard Wealth Management. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning and portfolio management primarily through mutual funds and ETFs, supported by accounting and tax expertise from its affiliated CPA and consulting firm.
Julio B
Series 65
Atlanta, GA
Smith & Howard Wealth Management, LLC
Julio Barahona is a financial advisor at Smith & Howard Wealth Management, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Smith & Howard since 2018, following prior roles at Patton Albertson & Miller and SunTrust Bank. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm offers financial planning, ongoing portfolio management primarily through mutual funds and ETFs, retirement plan consulting, and access to separate account managers.
Michael M
CFP®
Atlanta, GA
Smith & Howard Wealth Management, LLC
Michael Mueller is a CFP® professional at Smith & Howard Wealth Management, LLC with nine years at the firm and five years of industry experience. Prior to joining Smith & Howard, he worked for three years at Hope Animal Medical Center. Smith & Howard Wealth Management is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm provides financial planning, portfolio management primarily through mutual funds and ETFs, and retirement plan consulting, managing approximately $727 million for about 217 clients with a six-advisor team.
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