This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-22-2008
- Office Locations
- 4
Office Locations
About W.a. Smith Financial Group
W.A. Smith Financial Group is an Ohio-based RIA serving retirees, pre-retirees, and business owners with customized financial planning and ongoing investment management. Its Ascend360 planning process integrates income, investing, tax, estate, and healthcare planning as clients' needs evolve. Public filings indicate portfolios are implemented primarily with ETFs. The firm has been recognized by Crain's Cleveland Business and Financial Advisor Magazine.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM ALLEN SMITH JR
Operations Manager, President
- CRD
- #2671372
- Ownership
- 75% or more
Brian Joseph Petraitis
Chief Compliance Officer
- CRD
- #7255407
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
LOGAN EDWARD BOLIN
Client Service Representative
- CRD
- #7092195
Zachary Adam Bush
Wealth Advisor
- CRD
- #5948217
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,082,391,612 | $185,882 |
| Non-Discretionary | $81,391,600 | $66,660 |
| Total | $1,163,783,212 | $165,216 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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 | Q1 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 |
Continue browsing