# SHEETS SMITH WEALTH MANAGEMENT

SHEETS SMITH WEALTH MANAGEMENT of WINSTON SALEM, NC is an SEC-registered investment adviser.

## Registration

- CRD: 105710
- Type: SEC-registered investment adviser
- SEC file number: 801-31437
- Location: 120 CLUB OAKS COURT, WINSTON SALEM, NC, 27104-4680
- Phone: 336-765-2020
- Latest filing: 2026-03-30
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 15
- Accounts: 1,070

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Anthony Vinod Thomas | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER; PRESIDENT | Missouri City, TX |
| Anthony W Thomas | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | Little Rock, AR |
| John Richard Sheets | CHAIRMAN | — |
| David Beeler Gilbert | EXECUTIVE VICE PRESIDENT | — |
| Paul Thomas Anthony | PRESIDENT | — |
| Trent Ryan Sheets | WEALTH MANAGER | — |
| Stephen Todd Sheets | MINORITY OWNER | — |
| Allison Hughes Hewett | CHIEF COMPLIANCE OFFICER | — |
| SHEETS JOHN RICHARD | CHAIRMAN; PRESIDENT | — |
| GILBERT DAVID BEELER | EXECUTIVE VICE PRESIDENT | — |
| GRAY CLAYLAND BOYDEN | STOCKHOLDER - NONEMPLOYEE | — |
| SMITH BRUCE GEORGE | EXECUTIVE VICE PRESIDENT | — |
| CARTEE THOMAS EDWARD | VICE PRESIDENT | — |
| ELBERSON ROBERT EVANS | STOCKHOLDER - NONEMPLOYEE | — |
| SHEETS STEPHEN TODD | MINORITY OWNER | — |
| SHEETS TRENT RYAN | WEALTH MANAGER | — |
| BOWDEN ZOLLY CORNELL | AFFILIATE OF SHEETS SMITH WEALTH MANAGEMENT, INC. | — |
| Hewett Allison Hughes | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105710/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105710/similar
- Related entities: https://search.stillhousedata.com/firm/105710/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105710

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.