# Bradley Swinsburg

> Bradley Swinsburg is a fee-only financial advisor at Smith & Howard Wealth Management in Atlanta, Georgia, who holds the CFA credential. Smith & Howard Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bradley-swinsburg/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Smith & Howard Wealth Management
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $726.9M across 750 accounts
- **Credentials:** CFA
- **CRD:** 3100975 (https://adviserinfo.sec.gov/individual/summary/3100975)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (1998), Series 65 (2000)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.smithhowardwealth.com

## Frequently asked questions

### Is Bradley Swinsburg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Smith & Howard Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bradley charge for financial advice?

Bradley's firm, Smith & Howard Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Bradley Swinsburg based?

Bradley Swinsburg is based in Atlanta, Georgia.

### What credentials does Bradley Swinsburg hold?

Bradley Swinsburg holds the CFA credential.

### Is Bradley Swinsburg registered with the SEC?

Yes. Bradley Swinsburg is registered as an investment adviser representative in GA and TX (CRD 3100975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Smith & Howard Wealth Management manage?

Smith & Howard Wealth Management reports $726.9M across 750 accounts in assets under management.

### How do I contact Bradley Swinsburg?

Through Bradley's website, www.smithhowardwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3100975): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.