# SMITH & HOWARD WEALTH MANAGEMENT, LLC

SMITH & HOWARD WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 109540
- Type: SEC-registered investment adviser
- SEC file number: 801-56734
- Location: 271 17TH STREET NW, SUITE 2100, ATLANTA, GA, 30363
- Phone: 404-874-6244
- Latest filing: 2026-01-12
- Regulatory AUM: $726.9M
- Discretionary AUM: $726.9M
- Clients: 10
- Accounts: 750

## Business model

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

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Timothy Fair Agnew | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| Bradley Dale Swinsburg | CHIEF INVESTMENT OFFICER | — |
| Debbie Rosner Torrance | SECRETARY | — |
| Sean C Taylor | TREASURER | — |
| Tyler Thomas Zachem | MANAGING MEMBER; OWNER | — |
| HOWARD JAMES CHESTER | MEMBER | — |
| SMITH JOSEPH BRAXTON | MEMBER | — |
| ST JOHN III WADE | MEMBER | — |
| LUCHT JOHN WILLIAM | MEMBER | — |
| TORRANCE DEBBIE R | MEMBER | — |
| WRIGHT FREDERICK STARR | CCO; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| AGNEW TIMOTHY FAIR | MEMBER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| DEWITT MICHAEL ROBERT | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TORRANCE DEBBIE ROSNER | MEMBER; SECRETARY | — |
| TAYLOR SEAN C | MEMBER; TREASURER | — |
| WILLIS MARVIN H | MEMBER | — |
| AZAR MARC A | MEMBER | — |
| ADKINSON PAUL | MEMBER | — |
| LEFEVRE ANITA M | MEMBER | — |
| ST JOHN III WADE HAMPTON | MEMBER | — |
| ABRAMS MARK EDWARD | MEMBER | — |
| MALIS JODI M | MEMBER | — |
| HORNE MELISSA L | MEMBER | — |
| SPITZER JASON SEAN | MEMBER | — |
| SWINSBURG BRADLEY DALE | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109540/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109540/similar
- Related entities: https://search.stillhousedata.com/firm/109540/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109540

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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.