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Fund Manager

Wilbanks Smith & Thomas Asset Management

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WM
Wilbanks Smith & Thomas Asset Management

Fund Manager

Primary Strategy: Private Equity

Year Founded: 1990

Number of Employees: 41

Ownership: Privately Held

Year End: December

Description

Clearstead Advisory Solutions is a Division of Clearstead Advisors, LLC, a financial advisory firm serving wealthy families and leading institutions. We address every aspect of wealth management and investment consulting in personalized ways, helping you meet your current needs and ensuring long-term prosperity for your family, institutions, and community.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/clearstead-advisory-solutions

Address

150 West Main Street, Ste 1700, Norfolk, Virginia, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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