# Sheets Smith Wealth Management

> Sheets Smith Wealth Management is an SEC-registered investment advisory firm in Winston Salem, NC, registered since 1988, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 105710
- Filed as: SHEETS SMITH WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winston Salem, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105710
- AdvisorCensus page: https://advisorcensus.com/firm/sheets-smith-wealth-management-winston-salem-nc-105710

## Quick answers

**How is Sheets Smith Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Sheets Smith Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Sheets Smith Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Sheets Smith Wealth Management located?**
Sheets Smith Wealth Management's principal office is in Winston Salem, NC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Sheets Smith Wealth Management registered with the SEC or a state?**
Sheets Smith Wealth Management is an SEC-registered investment advisory firm, registered since 1988. Status as filed: Approved. CRD 105710.

**How much does Sheets Smith Wealth Management manage?**
Sheets Smith Wealth Management reports $1,365,130,877 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Sheets Smith Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Sheets Smith Wealth Management: Regulatory assets under management: $998,616,543 in the October 2021 data and $1,365,130,877 in the October 2026 data, up 37%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sheets Smith Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (208); high net worth individuals (174); other investment advisers (16).

**Which custodians does Sheets Smith Wealth Management use?**
Sheets Smith Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fifth Third Securities, Inc. and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sheets Smith Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105710

**What changed in Sheets Smith Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 11. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Asset-based fee: 0.5% to 1% a year (a range, as the brochure states it)

> Typically, the Firm’s advisors charge an annualized fee between 0.5% and 1% of the assets managed .

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fifth Third Securities, Inc.
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,365,130,877
- Discretionary: $1,365,130,877
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 208 | $73,038,989 |
| High net worth individuals | 174 | $1,171,131,659 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $22,308,084 |
| Charitable organizations | 5 | $17,861,084 |
| Other investment advisers | 16 | $11,094,139 |
| Corporations or other businesses not listed above | 15 | $69,696,922 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1988 (38 years)
- Employees: 15 total, 11 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, LA, MD, NC, NY, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Atlanta, GA

### Websites listed on Form ADV (Item 1.I)
- sheetssmith.com
- LinkedIn @SHEETS-SMITH-WEALTH-MANAGEMENT-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $998,616,543 | 13 | March 12, 2021 |
| October 2022 | $1,139,782,419 | 14 | March 7, 2022 |
| October 2023 | $965,128,890 | 14 | March 14, 2023 |
| October 2024 | $1,066,276,636 | 15 | February 28, 2024 |
| October 2025 | $1,244,346,361 | 17 | March 3, 2025 |
| October 2026 | $1,365,130,877 | 15 | March 30, 2026 |

Regulatory assets under management: $998,616,543 in the October 2021 data and $1,365,130,877 in the October 2026 data, up 37%.
Total employees: 13 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 11.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in IN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sheets Smith Wealth Management (CRD 105710): Form ADV filing data as of October 2026.