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Holli Cox Edwards

SMITH, BROWN & GROOVER, INC.·MACON, Georgia
Unclaimed Profile
4001 VINEVILLE AVE, MACON, GA 31210-5039CRD# 5967474Firm CRD# 1329
01

About

Holli Cox Edwards is a registered financial advisor based in MACON, Georgia, affiliated with SMITH, BROWN & GROOVER, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SMITH, BROWN & GROOVER, INC.
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT
AUM
$241M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SMITH, BROWN & GROOVER, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5967474
Firm CRD# 1329
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Holli Cox Edwards offer?
Holli Cox Edwards specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MACON, Georgia for a consultation.
What are Holli Cox Edwards's credentials?
Holli Cox Edwards is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Holli Cox Edwards located?
Holli Cox Edwards is based in MACON, Georgia, working with SMITH, BROWN & GROOVER, INC.. Their office serves clients in the MACON metropolitan area and surrounding communities.
How does Holli Cox Edwards charge for services?
Holli Cox Edwards's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH, BROWN & GROOVER, INC.?
SMITH, BROWN & GROOVER, INC. has approximately 9 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MACON
John Richard Day — DAY & ENNIS, LLCWilliam Winston Ennis — DAY & ENNIS, LLCStephanie Gandy Hall — DAY & ENNIS, LLCGlenn Alan Rosen — ROSEN CAPITAL MANAGEMENT, INC.Wade Timothy Chapman — CFS WEALTH MANAGEMENT, LLC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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