Smith & Howard Wealth Management, Llc
- Regulatory AUM
- $727M
- Discretionary
- $727M
- Clients
- 217
- Avg AUM / client
- $3.3M
- Accounts
- 750
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $45.1M | 6.2% |
| High net worth individuals | 139 | $675M | 92.9% |
| Charitable organizations | Fewer than 5 clients | $4.8M | 0.66% |
| Corporations and other businesses | Fewer than 5 clients | $1.8M | 0.25% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Fair Agnew | President, Chief Compliance Officer | CFP Personal Financial Specialist | Mar 2003 (23y) | Less than 5% |
| Bradley Dale Swinsburg | Chief Investment Officer | CFA | Aug 2016 (10y) | Less than 5% |
| Zachem, Tyler, Thomas | Owner | Dec 2021 (5y) | 75% or more of Bsp I, Llc (indirect) | |
| Taylor, Sean, C | Treasurer | Nov 2022 (4y) | Less than 5% | |
| Torrance, Debbie, Rosner | Secretary | Nov 2022 (4y) | Less than 5% | |
| Robert Lloyd Kaercher | Registered representative | Apr 2010 (16y) | ||
| Valerie Jackson Nichols | Registered representative | CFA | Aug 2016 (10y) | |
| Julio Barahona | Registered representative | Jan 2020 (7y) | ||
| Michael Christopher Mueller | Registered representative | CFP | Aug 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Smith And Howard Advisory Holdings Llc | Member | Dec 2022 | A | 75% or more |
| Smith And Howard Investment Holdings Llc | Member | Dec 2022 | B | ≈ 56.25% – 100% via Smith And Howard Advisory Holdings Llc |
| Broad Sky Partners, Lp | Owner | Dec 2022 | B | ≈ 21.09% – 75% via Bsp Sh, Inc. |
| Bsp Management Holdings, Llc | Owner | Dec 2021 | B | 75% or more of Broad Sky Partners Llc (indirect) |
| Bsp I, Llc | Manager | Dec 2021 | B | 75% or more of Bsp Management Holdings, Llc (indirect) |
| Bsp Sh, Inc. | Owner | Nov 2022 | B | ≈ 28.13% – 75% via Smith And Howard Investment Holdings Llc |
| Broad Sky Partners Gp Llc | General Partner | Dec 2021 | B | GP / trustee / elected manager of Broad Sky Partners, Lp (indirect) |
| Broad Sky Partners Llc | Elected Manager | Dec 2021 | B | GP / trustee / elected manager of Broad Sky Partners, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Smith And Howard Investment Holdings Llc: 75% – 100% of Smith And Howard Advisory Holdings Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Broad Sky Partners, Lp: 75% – 100% of Bsp Sh, Inc. × 50% – 75% of Smith And Howard Investment Holdings Llc × 75% – 100% of Smith And Howard Advisory Holdings Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Bsp Sh, Inc.: 50% – 75% of Smith And Howard Investment Holdings Llc × 75% – 100% of Smith And Howard Advisory Holdings Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/12/2026 | 1.12 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $727M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 12, 2026.
View current Form ADV (SEC/IAPD) ↗