I
$45.3M Total AUM
$45.3M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-26-2013
- Office Locations
- 1
Office Locations
7440 E Pinnacle Peak Road Suite 144 Scottsdale AZ
About Invest Smart USA, Inc.
Invest Smart USA, Inc. is a Scottsdale, AZ fee-only fiduciary RIA providing wealth management and financial planning for individuals, families, and business owners. Services include investment management and employee retirement plan guidance (401(k)/403(b)). Portfolios are ETF-centric with a fixed-income sleeve (e.g., U.S. government and investment-grade bonds) and are custodied with Charles Schwab.
Team overview
-- AVG AGE
$22.7M AVG AUM / ADVISOR
$514.8K AVG AUM / CLIENT
11.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
Full visibility includes strategy notes for summit crest harbor.
Request access to benchmark trends tied to unison catalyst.
Premium access reveals conviction themes in zenith focus.
Request access to benchmark trends tied to horizon.
Open the full profile to inspect shifts in oak quantum.
See the complete signal summary connected to horizon atlas.
Unlock to compare peer behavior around zenith prime.
Unlock to compare peer behavior around momentum catalyst.
Asset Classes
Focus Pathway
Client Personas
Radial Oak
Custodian
Vital Fusion Horizon Optima beacon Glacier element
Fund Managers
Oak
Investment Themes
Glacier pioneer Zenith
Investment Vehicles
Atlas Value radial
Platform
Value
Services
North Harbor vector Catalyst meridian Pathway Catalyst matrix
Owner & Executives
Robert Otto Stock
Chief Executive Officer, Financial Advisor, Owner
- CRD
- #6602536
- Ownership
- 75% or more
(784) 648-3351
foundation.oak@crestcapital.com
in linkedin.com/in/wave-vital
Showing 1 of 1 owners & executives
Unlock allContacts
ODELL BERRY JR
Financial Advisor
- CRD
- #1058895
(824) 489-2573
atlas.unison@catalystcapital.com
in linkedin.com/in/capital-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,306,532 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,306,532 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $45,306,532
Equity - Exchange:
17.8% U.S. Government/Agency:
28.6% Cash:
27.6% Corporate - Investment Grade:
7.1% Municipal Bonds:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,406,282,619 | 17.8% |
| U.S. Government/Agency | $2,259,532,747 | 28.6% |
| Cash | $2,180,528,105 | 27.6% |
| Corporate - Investment Grade | $560,932,955 | 7.1% |
| Municipal Bonds | $1,493,187,724 | 18.9% |
| Total | $7,900,464,150 | 100.0% |