Unclaimed Profile

Holli Cox Edwards

SMITH, BROWN & GROOVER, INC.·MACON, Georgia

SMITH, BROWN & GROOVER, INC.

4001 VINEVILLE AVE, MACON, GA 31210-5039CRD# 5967474Firm CRD# 1329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Holli Cox Edwards · MACON, GA

Registration

CRD #5967474 · SMITH, BROWN & GROOVER, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

SMITH, BROWN & GROOVER, INC.

SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT

AUM

$241M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SMITH, BROWN & GROOVER, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5967474

Firm CRD# 1329

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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