Bradley Swinsburg
Smith & Howard Wealth Management · Atlanta, Georgia
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.
Request an introduction to Bradley →
Facts
| Firm | Smith & Howard Wealth Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $726.9M across 750 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 3100975 |
| Exams passed | Series 63 (1998) · Series 65 (2000) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.smithhowardwealth.com |
| Profile |
How Bradley's firm compares
- Smith & Howard Wealth Management's average account is about $969,000, from its Form ADV (assets managed divided by 750 accounts).
Request an introduction to Bradley
Tell Bradley a little about what you're looking for. Bradley isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bradley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.