$397.7M Total AUM
$397.7M Disc. AUM
10.7% 3Y CAGR
3 Employees
158 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Element
- Established Date
- 11-08-2012
- Office Locations
- 1
Office Locations
6 North Baltimore Street Suite 3 Dillsburg PA
About Oars Capital
OARS Capital is a Pennsylvania RIA providing objective, product-independent financial planning and open-architecture portfolio management. Using proprietary planning models tailored to each client, the firm builds research-backed investment plans grounded in asset allocation and efficient-market principles, then executes them—often using ETF and public-fund building blocks—across retail and institutional relationships.
Team overview
47 AVG AGE
$397.7M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
13.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Ember insight Wave Momentum
Custodian
Delta wave Prime Beacon
Investment Themes
Bridge Ridge Foundation north
Investment Vehicles
Radial Timber
Platform
Oak
Services
Ember legacy Fusion Insight matrix Summit Insight Zenith zenith
Technology
Vertex
Owner & Executives
M
MARC ANDREW SMITH
Chief Compliance Officer, Investment Advisor, Principal Member
- CRD
- #4840338
- Ownership
- 75% or more
(887) 959-1252
insight.north@bridgecapital.com
in linkedin.com/in/vertex-catalyst
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $397,735,451 | $559,403 |
| Non-Discretionary | $0 | -- |
| Total | $397,735,451 | $559,403 |
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Separately Managed Accounts
Total SMA Asset: $397,735,451
Equity - Exchange:
13.5% Public Funds:
15.1% Cash:
32.2% U.S. Government/Agency:
39.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $433,556,568 | 13.5% |
| Public Funds | $484,941,050 | 15.1% |
| Cash | $1,034,112,703 | 32.2% |
| U.S. Government/Agency | $1,258,919,812 | 39.2% |
| Total | $3,211,530,133 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER RIDGE | CAPITAL VITAL | RJN1A6ICK | NJCC | 2.81% | $101,516,354 |
| VECTOR INSIGHT MOMENTUM | QUANTUM ALPHA | REV0VGYQQ | INXS | 8.86% | $35,805,399 |
| CATALYST ALPHA VALUE | WAVE SUMMIT | 8GV51KFEM | LKY | 1.49% | $119,876,759 |
| PRIME EAGLE OPTIMA | FRONTIER INSIGHT | IMLZUIYI4 | PJMHC | 2.45% | $112,005,467 |
| ALPHA CREST EMBER | RIDGE PEAK | PKU2ZCB30 | WHRK | 8.44% | $42,564,422 |
| CATALYST ZENITH NORTH | SUMMIT CREST | FUFORVZ89 | YAO | 5.29% | $43,267,413 |
| SIGNAL FOCUS | MERIDIAN PRIME | MBH1KMVXI | FBHFX | 12.29% | $21,010,679 |
| FOCUS MOMENTUM | VALUE PIONEER | 04MC7BJWZ | RWF | 3.42% | $21,796,503 |