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Wilbanks, Smith & Thomas Asset Management, LLC

Wilbanks, Smith & Thomas Asset Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Oct. 5, 2019
    • $2.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 4K
      Accounts
    • $753.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

23

name start date
Amie Slaton Baty
June 2007
Jane Elizabeth Marchetti
March 2019
Daniel Fralin Powell
August 2016
Lawrence Albert Bernert
March 1999
David James Kyle Elliott
July 2001

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Lafayette Advisors LLC IAR $66,657,100

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Matthew Ashley Swendiman Chief Compliance Officer September, 2019 less than 5%
      Theresa Ann Garber Chief Financial Officer April, 2016 less than 5%
      Roger Herman Scheffel Principal/Portfolio Manager January, 2014 less than 5%
      Mark Randall Warden Principal/Portfolio Mgr. January, 2004 less than 5%
      David James Kyle Elliott Principal/Portfolio Mgr. January, 2004 less than 5%
      Lawrence Albert Bernert V.President/Principal/Portfolio Manager January, 1998 less than 5%
      Wayne Freeman Wilbanks President/Managing Principal/Cio/Treasurer January, 2009 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees