Sheets Smith Investment Management, LLC

Sheets Smith Investment Management, LLC (CRD# 293992) is a financial advisory firm headquartered in Houston, TX. They manage $125,757,393 in 324 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
5600 Nw Central Drive, Suite 221, Houston, TX 77092
https://sheetssmithim.com
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $388,140
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Sheets Smith Investment Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Gregory Bowden, financial advisor Houston TX
Gregory C. Bowden
CRD#: 6627579
Houston, TX

Gregory Bowden (CRD# 6627579) is an Investment Advisor Representative working at Sheets Smith Investment Management, LLC in Houston, TX and has over 7 years of experience in the finance industry.

2
Zolly Bowden, financial advisor Houston TX
Zolly C. Bowden
CRD#: 2027452
5600 Nw Central Drive, Suite 221, Houston, TX 77092

Zolly Bowden (CRD# 2027452) is an Investment Advisor Representative working at Sheets Smith Investment Management, LLC in Houston, TX and has over 33 years of experience in the finance industry.

3
Eric Tesler, financial advisor Houston TX
Eric S. Tesler
CRD#: 2613105
5600 Nw Central Drive, Suite 221, Houston, TX 77092

Eric Tesler (CRD# 2613105) is an Investment Advisor Representative working at Sheets Smith Investment Management, LLC in Houston, TX and has over 28 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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