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Chief Financial Officer · Smith, Brown & Groover Inc. D/b/a SBG Wealth Management

Holli Cox Edwards

CRD 5967474 · Named on Form ADV at one SEC-registered adviser

At a glance

Smith, Brown & Groover Inc. D/b/a SBG Wealth Management, an SEC-registered broker-dealer firm based in Macon, GA with $284 million in regulatory assets, lists Holli Cox Edwards on its Form ADV as Chief Financial Officer.

Firms and roles

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Holli’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Holli’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.