S.MART ADVISING INC

RIASEC Registered

Total AUM

$7M

Discretionary

$7M

100% of AUM

Avg account

$250K

Accounts

Employees

Advisory reps

Firm details

Headquarters: TAMPA, Florida
CRD number: 310330
Website: smartadvising.com
Custodians: BETTERMENT
Fee structure: Percentage of AUM, Hourly Charges, Commissions, Other
Client types: Individuals68.57%
HNWI31.43%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

S.Mart Advising Inc. is an independent, corporation-structured registered investment adviser focused on serving individuals and families. The firm operates as a capital allocator and lists a mix of revenue models including percentage-of-AUM fees, hourly charges, commissions and other fee arrangements. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Industry affiliations noted on the record include an insurance company and a real estate broker. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.