Frank Winbourne Smith
Investment adviser representative at Smith Shellnut Wilson
21 yearsExperience
2 statesRegistered in
CFADesignation
$6.9BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- B1capital Inc.Apr 2025 to now
- Smith Shellnut WilsonAug 2006 to now
- Smith Shelnut Wilson, LLCJul 2005 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MS, TX).
Smith Shellnut Wilson
Legal name: Smith Shellnut Wilson LLC
$6.9BAssets managed
380Clients
12Advisers
31 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
- 4502633
- Firm CRD
- 106235