WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
Latest filing: May 01, 2024 (594 days ago)
AUM
$190,845,217
-96% change vs. 1 year ago
-95% change vs. 3 years ago
-93% change vs. 5 years ago
-92% change vs. 10 years ago
Employee Count
8
-82% change vs. 1 year ago
-82% change vs. 3 years ago
-80% change vs. 5 years ago
-73% change vs. 10 years ago
Main Office
NORFOLK, VA
150 WEST MAIN STREET, NORFOLK, VA, UNITED STATES, 23510
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.2 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| LAFAYETTE ADVISORS LLC | $0.0 | 165241 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| WILBANKS, WAYNE, FREEMAN | PRESIDENT/MANAGING PRINCIPAL/CIO/TREASURER, MEMBER, SHAREHOLDER |
| BERNERT, LAWRENCE, ALBERT | V.PRESIDENT/PRINCIPAL/PORTFOLIO MANAGER |
| ELLIOTT, DAVID, JAMES KYLE | PRINCIPAL/PORTFOLIO MGR. |
| WARDEN, MARK, RANDALL | PRINCIPAL/PORTFOLIO MGR. |
| WILBANKS, ASHLIN, THOMAS | MEMBER |
| SCHEFFEL, ROGER, HERMAN | PRINCIPAL/PORTFOLIO MANAGER |
| GARBER, THERESA, ANN | CHIEF COMPLIANCE OFFICER |
| BOWERY, STEPHEN, JAMES | PRINCIPAL/PORTFOLIO MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
2 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| THEODORE TURNAGE | NORFOLK | VA | S63|1994-03-18|S65|1995-02-09 | ||||||
| ELIZABETH SAUER | NORFOLK | VA | S63|2000-11-29|S65|2000-12-30 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| VA, AL-02/16/1996, AZ-03/31/2014, CA-03/30/2009, CO-03/29/2016, CT-09/27/2018, DC-03/31/2011, DE-02/27/2015, FL-06/30/1998, GA-02/18/1997, IL-08/18/1992, KY-12/19/2022, LA-03/29/2016, MA-09/27/2018, MD-09/27/2018, ME-10/22/2021, MI-10/22/2021, NC-02/12/2001, NE-03/31/2011, NH-03/28/2013, NJ-04/22/2014, NV-10/12/2018, NY-03/17/2010, OH-12/12/2011, OK-04/16/2019, PA-02/26/2001, SC-10/10/1995, TN-10/25/2001, TX-09/01/2005, UT-10/22/2021, VA-11/13/1990, WA-02/27/2015, WI-10/03/2018, WV-02/26/2001 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV