Smith & Howard Wealth Management, LLC

Smith & Howard Wealth Management, LLC (CRD# 109540) is a financial advisory firm headquartered in Atlanta, GA. They manage $565,063,878 in 560 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    565
    MILLION
  • Total Number of Accounts
    560
    ACCOUNTS
  • Average Account Value
    $1,009,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Smith & Howard Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Timothy F. Agnew
CRD#: 4368749
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Timothy Agnew (CRD# 4368749) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry. Timothy Agnew has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert L. Kaercher
CRD#: 1952599
Atlanta, GA 30363

Robert Kaercher (CRD# 1952599) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 30 years of experience in the finance industry.

3
Valerie J. Nichols
CRD#: 6653679
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Valerie Nichols (CRD# 6653679) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

4
Bradley D. Swinsburg
CRD#: 3100975
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Bradley Swinsburg (CRD# 3100975) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

5
Julio Barahona
CRD#: 7067105
271 17th Street Nw, Suite 1600, Atlanta, GA 30363

Julio Barahona (CRD# 7067105) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

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