Zolly Cornell Bowden

Sheets Smith Investment Management, LLC

23 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Sheets Smith Investment Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

126 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$129.7M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $5.0M	1.00%
$5.0M - $10.0M	0.75%
$10M+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

5600 NW Central Drive, Suite 221, Houston, TX, 77092

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sheets Smith Investment Management, LLC

February 2020 - Present · 6 yrs

Previous Registrations

Sheets Smith Wealth Management

January 2005 - March 2020 · 15 yrs 2 mos

Atlantic Capital Management LTD

December 2001 - March 2004 · 2 yrs 3 mos

State Registrations2 states

NCTX

Advisor

Exams

No exam information available for this advisor.