Smart Money Group, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 284187
· SEC file 801-107979
· Eastland, TX
· x.com
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ADV data as of Apr 07, 2026
- Regulatory AUM
- $424M
- Discretionary
- $424M
- Clients
- 571
- Avg AUM / client
- $743K
- Accounts
- 1,570
- Employees
- 24
AUM over time
$0
$424M
Jun 2016
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 07, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 403 | $42.6M | 10.0% |
| High net worth individuals | 153 | $182M | 42.8% |
| Investment companies | 1 | $197M | 46.5% |
| Charitable organizations | 2 | $160K | 0.04% |
| Corporations and other businesses | 12 | $2.4M | 0.56% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Neal Kennedy | Member | CFP | Jul 2016 (10y) | 25% – 50% |
| Angela Nicole Kennedy Robinson | Member | CFP Chartered Financial Consultant | Jul 2016 (10y) | 25% – 50% |
| James Roy Kennedy | Managing Member | Aug 2016 (10y) | 50% – 75% | |
| Kasting, Jonathan, G | Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Bret Dale Robinson | Registered representative | Jul 2016 (10y) | ||
| Jon Darrell Mcconahay | Registered representative | May 2022 (4y) | ||
| Samuel Ethan Barker | Registered representative | Apr 2023 (3y) | ||
| Brent Anthony Bible | Registered representative | Apr 2024 (2y) | ||
| Kade Brian Sparger | Registered representative | CFP | Sep 2024 (2y) | |
| David Michael Cherry | Registered representative | Jan 2026 (1y) | ||
| Tanner Ross Carter | Registered representative | May 2026 (0y) | ||
| Derrick Jovon Gray Gibbs | Registered representative | Jun 2026 (0y) |
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) | 04/07/2026 | 954 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $215M (51% of AUM) Apr 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: Apr 07, 2026.
View current Form ADV (SEC/IAPD) ↗