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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-18-1998
- Office Locations
- 1
Office Locations
About Sara-BAY Financial Corp.
Sara-Bay Financial is an independent Sarasota, FL RIA providing objective financial planning and ongoing portfolio management for individuals and families. The team builds disciplined strategies focused on growing and preserving capital, including individual-stock management for growth and income and ETF-based portfolios. Known for transparent, no-hidden-fee pricing and direct advisor access; serving clients since 1993.
Team overview
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Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BENJAMIN MICHAEL HARD
Advisor, President
- CRD
- #4362335
- Ownership
- 75% or more
JAMES CHRISTOPHER MILLS
Financial Advisor, General Partner
- CRD
- #6120941
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $396,759,556 | $429,393 |
| Non-Discretionary | $0 | -- |
| Total | $396,759,556 | $429,393 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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