Wilbanks, Smith & Thomas Asset Management

Asset Manager Exempt reporting adviser

Legal name: Wilbanks, Smith & Thomas Asset Management, LLC

Norfolk, VA Website

AUM

$6.3M
Private fund assets

Private funds

1
Other 1

Private fund assets

$6.3M
Gross asset value

Employees

—

Last Form D raise

—

From SEC Form ADV filing (filed Mar 12, 2026). View on SEC

People(6)

Owners and executive officers named on the firm's SEC Form ADV.

D
David Elliott
Principal/Portfolio Mgr.
Source: SEC Form ADV
L
Lawrence Bernert
V.president/Principal/Portfolio Manager
Source: SEC Form ADV
M
Mark Warden
Principal/Portfolio Mgr.
Source: SEC Form ADV
R
Roger Scheffel
Principal/Portfolio Manager
Source: SEC Form ADV
S
Stephen Bowery
Principal/Portfolio Manager
Source: SEC Form ADV
W
Wayne Wilbanks
President/Managing Principal/CIO/Treasurer
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Wst Income Fund II, LLCOther$6.3M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
106060
SEC file number
802-132198
CIK
1007399

Sources