Fee-only adviser · Lubbock, TX
Bonner & Smith, LLC
Bonner & Smith, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Lubbock, Texas. On its latest Form ADV, filed March 5, 2026, it reports $315M in regulatory assets under management, 300 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 114287 · SEC file 801-81163 |
| Office | 5308 114th ST Lubbock, TX 79424 |
| Phone | (806) 798-1880 |
| Website | www.bonner-smith.com |
| Regulatory assets under management | $315M |
| Individual clients | 189 non-high-net-worth, 111 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Lubbock
- Amicus Financial Advisors, LLC $551M
- McDonald Capital Management $358M
- Alpha Capital LLC $68M
- High Plains Investment Advisors, Inc. $191M
- Open Door Financial Advisors $15M
- Angel Legacy Advisors, LLC $2.2M
See all 9 fee-only advisers in Lubbock →
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