# SBG Wealth Management

SBG Wealth Management is a Bank / Wealth / Trust based in Macon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Macon, United States
- **Region:** North America
- **Address:** 4001 Vineville Ave., Macon, GA 31210, United States
- **Founded:** 1967
- **Assets under management:** Undisclosed
- **Website:** smithbrownandgroover.com
- **LinkedIn:** https://www.linkedin.com/company/sbgadvisors

## Regulatory record

- **CRD number:** 1329
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/1329

## About

SBG Wealth Management was established in 1967 and operates from a single office at 4001 Vineville Avenue in Macon, Georgia. The firm is a registered investment advisor providing financial planning, retirement planning, and trust and estate services to individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations in the Middle Georgia region. The firm constructs client portfolios using individual common stocks, mutual funds, municipal bonds, variable annuities, and insurance products. Its advisory materials emphasize fundamental financial analysis of underlying holdings and a team approach to portfolio management. SBG's product shelf includes IRA and college funding solutions alongside standard brokerage and advisory accounts. No private-market, venture capital, or direct co-investment activity is publicly disclosed. SBG Wealth Management does not publicly disclose assets under management, total deployment figures, or team headcount. The firm has not published a recent operational event, leadership change, or strategic initiative within the last 24 months. No philanthropic foundation, operating company, or external peer network affiliation is identified in available firm disclosures. SBG's structural profile is that of a traditional, Main Street RIA anchored in a single metro area. The firm operates as an independent advisory practice rather than a multi-family office or institutionally scaled allocator, serving a localized client base through brokerage, advisory, and trust relationships without a proprietary fund family or external GP platform.

## Questions

### How does SBG Wealth Management structure its client portfolios?

The firm builds portfolios using individual common stocks, mutual funds, municipal bonds, variable annuities, and insurance products. Its process includes financial analysis of underlying holdings and a team-based approach to portfolio construction. SBG does not advertise private-market strategies, alternatives, or proprietary fund vehicles.

### What is SBG Wealth Management's known posture on alternative investments?

The firm's public materials focus exclusively on traditional retail and advisory products — common stocks, mutual funds, municipal bonds, variable annuities, and insurance. No alternative asset classes such as private equity, venture capital, hedge funds, or real assets appear in its product disclosures or service descriptions.

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Last updated: 2026-06-03T20:00:00.000Z

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