Investment adviser · CRD 106060
WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
NORFOLK, VA, United States · Form ADV filed Mar 12, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
WST INCOME FUND II, LLCOther Private Fund · Last reported Mar 12, 2026$6.35MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
YOUNT, HYDE & BARBOUR, P.C.
PCAOB 61067
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-6843519178
- Reported beneficial owners
- 74
- Minimum commitment
- $50K
Form ADV 2043990 · Mar 12, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
LEGACY SSN SPV, LLCOther Private Fund · Last reported Feb 14, 2025$14.2KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
YOUNT, HYDE & BARBOUR, P.C.
PCAOB 61067
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-1276609680
- Reported beneficial owners
- 56
- Minimum commitment
- $7.59K
Form ADV 1934644 · Feb 14, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
WST INCOME FUND I, LLCOther Private Fund · Last reported Feb 14, 2025$0Gross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
YOUNT, HYDE & BARBOUR, P.C.
PCAOB 61067
CHARLES SCHWAB & CO., INC.
SEC 8-16514
CHARLES SCHWAB & CO., INC.
CRD 5393 · SEC 8-16514
Fund details & source
- Fund ID
- 805-4449309119
- Reported beneficial owners
- 0
- Minimum commitment
- $50K
Form ADV 1934644 · Feb 14, 2025 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
150 WEST MAIN STREET, STE 1700NORFOLK, VA, 23510, United States
CRD 106060
Filing source
Form ADV 2043990 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.