Tech stack
No one at Smith Shellnut Wilson has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Smith Shellnut Wilson's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
F
First National Bankers Bank
Per Form ADV · $2.1B held · filed Jul 2024
P
Pnc Bank
Per Form ADV · $2.0B held · filed Jul 2024
F
First Tennessee Bank
Per Form ADV · $1.2B held · filed Jul 2024
Client File Sharing
