SMARTER BEAR FINANCIAL ADVISORY

SMARTER BEAR FINANCIAL ADVISORY is an SEC-registered investment adviser (CRD 325148). Regulatory assets under management: $49.9M.

Registration

• CRD: 325148
• Type: Registered investment adviser
• Phone: 7817753178
• Latest filing: 2026-05-29
• Regulatory AUM: $49.9M
• Discretionary AUM: $20.6M
• Non-discretionary AUM: $29.3M
• Clients: 2
• Accounts: 41

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325148 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search