WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

NORFOLK, Virginia·6 registered advisors·CRD# 106060
SEC# 801-379720757-623-3676
01

Firm Overview

AUM
$191M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

6 registered advisors
David James Kyle Elliott
NORFOLK, Virginia
Lawrence Albert Bernert
NORFOLK, Virginia
Mark Randall Warden
NORFOLK, Virginia
Roger Herman Scheffel
NORFOLK, Virginia
Stephen James Bowery
NORFOLK, Virginia
Theodore Carlyle Turnage
NORFOLK, Virginia
05

Office Locations

NORFOLK, Virginia
6 advisors

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Data sourced from SEC Form ADV filings. WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC (CRD# 106060) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.