History

Founded in 1990, Wilbanks Smith & Thomas has a 20-year track record of proven success. We’ve seen strong markets. We’ve seen unstable markets. We’ve evolved into a multi-asset class manager and financial advisory firm. And through it all, we’ve been able to offer strategic investment advice for individual and institutional clients across the United States.

Our investment committee has more than 150 years of combined experience in asset management. As experts in the field, they have a disciplined approach to investing as well as a thorough understanding of the driving forces behind capital markets. Each has earned one or more advanced degrees or certifications.  As a team, they work to bring our clients an incredible depth of knowledge from multiple seasoned professionals.

Because we are privately owned, our interests are aligned with those we serve. Our principals are committed to long-term organizational stability, and we engage the same disciplines and strategies for our owners, clients, and employees.