Wilbanks, Smith & Thomas Asset Management, LLC

Wilbanks, Smith & Thomas Asset Management, LLC (CRD# 106060) is a financial advisory firm headquartered in Norfolk, VA. They manage $190,845,217 in 4 accounts and serve the financial needs of clients across 33 states (or territories).

Current Firm Details
150 West Main Street, Ste 1700, Norfolk, VA 23510
http://www.wstcm.com
By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $47,711,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Wilbanks, Smith & Thomas Asset Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lawrence Bernert, financial advisor Norfolk VA
Lawrence A. Bernert
CRD#: 2386213
150 West Main Street, Suite 1700, Norfolk, VA 23510

Lawrence Bernert (CRD# 2386213) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 30 years of experience in the finance industry.

2
Elizabeth Sauer, financial advisor Richmond VA
Elizabeth T. Sauer
CRD#: 3094736
Richmond, VA

Elizabeth Sauer (CRD# 3094736) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Richmond, VA and has over 23 years of experience in the finance industry.

3
Theodore Turnage, financial advisor Norfolk VA
Theodore C. Turnage
CRD#: 2457876
150 West Main Street, Suite 1700, Norfolk, VA 23510

Theodore Turnage (CRD# 2457876) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 30 years of experience in the finance industry.

4
Wayne Wilbanks, financial advisor Norfolk VA
Wayne F. Wilbanks
CRD#: 1039562
150 West Main Street, Suite 1700, Norfolk, VA 23510

Wayne Wilbanks (CRD# 1039562) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 41 years of experience in the finance industry.

5
Robert Mundin, financial advisor Norfolk VA
Robert D. Mundin
CRD#: 6951249
150 West Main Street, Ste 1700, Norfolk, VA 23510

Robert Mundin (CRD# 6951249) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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