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).

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
No Advisor Found.
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