S.MART ADVISING INC

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.

Assets & Accounts

Investments & Alternatives