$7.0M Total AUM
$7.0M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
5 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-2020
- Office Locations
- 1
Office Locations
14502 N. Dale Mabry Hwy. Suite 200 Tampa FL
About S.mart Advising INC
S.mart Advising is an independent, fee-only firm serving employers and retirement plan fiduciaries. It helps design and administer workplace retirement benefits, keep plans compliant, and support investment committees with 3(21) or 3(38) fiduciary investment selection and monitoring. The practice emphasizes behavioral plan design and employee education and has no broker-dealer affiliation.
Team overview
-- AVG AGE
$7.0M AVG AUM / ADVISOR
$152.2K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
SAMUEL MARTINEZ
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, President
- CRD
- #4708934
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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