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Raymond Keith Bonner

Investment adviser representative at Bonner & Smith, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$314.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Bonner & Smith, LLCJan 2007 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (NM, TX).

Bonner & Smith, LLC

$314.8MAssets managed
300Clients
3Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4460700
Firm CRD
114287
Advisor's SEC record (opens in a new tab)
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