Smith & Howard Wealth Management, LLC

Smith & Howard Wealth Management, LLC (CRD# 109540) is a financial advisory firm headquartered in Atlanta, GA. They manage $566,407,316 in 751 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    566
    MILLION
  • Total Number of Accounts
    751
    ACCOUNTS
  • Average Account Value
    $754,204
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, SC, TX

Financial Advisors at Smith & Howard Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert L. Kaercher
CRD#: 1952599
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
93
Wealthminder
score

Robert Kaercher (CRD# 1952599) is an Investment Advisor Representative working at Smith & Howard Wealth Management, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

2
Timothy F. Agnew
CRD#: 4368749
271 17th Street Nw, Suite 1600, Atlanta, GA 30363
87
Wealthminder
score

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.

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