Sarah Smart
Advisor at Capital Analysts
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Sarah Smart is a financial advisor at Capital Analysts with a Series 66 designation and three years of industry experience. Prior to joining Capital Analysts, she worked at Lincoln Investment and has experience as an account data analyst at Fenix Parts. She also owns a tax and accounting business focused on preparing and filing taxes. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm combines quantitative research and model portfolio construction with advisor-level consulting to offer customized investment solutions across mutual funds, ETFs, and stock models.
Client services
Based on Capital Analysts
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Capital Analysts
ESG / Sustainable investing
Tax-loss harvesting
Passive / index investing
Active portfolio management
Fee options
$0 - $500,000: 0.15% or $200 minimum annually $500,000 - $1,000,000: 0.12% $1,000,000 - $2,000,000: 0.10% $2,000,000+: 0.08%
Minimum fee: Annual Capital Analysts Administrative Fee with minimum $200/year ($16.67/month), assessed as 0.15% (or $200 minimum) on first $500,000, 0.12% on next $500,000, 0.10% on next $1,000,000, and 0.08% over $2,000,000 for Advisor Managed Model Portfolios and Client Custom Portfolios (closed to new accounts) Fee-only: Advisory fees negotiated by individual Advisor up to 1.25% annually of assets under management; includes Advisor Consulting, Client Custom Portfolios, and Advisor Managed Model Portfolios.
Location
Hillsboro, OH
Most active in
Sarah S has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Work history
Capital Analysts
2023 - Present (3 years)
Lincoln Investment
2023 - Present (3 years)
Lincoln Investment
2023 - Present (3 years)
Fenix Parts
2022 - Present (4 years)
Hillsboro City Schools
2016 - 2017 (1 year)
Reno's Auto Parts Inc.
2005 - 2022 (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Mark C
Series 63, Series 66
Hillsboro, OH
Crowe Financial Group LLC
Richard C
CFP®
Hillsboro, OH
Bell City Wealth, Inc.
James C
Series 63, Series 66
Hillsboro, OH
Crowe Financial Group LLC
Charles E
Series 65
New Vienna, OH
STRATEGIC WEALTH ADVISORS GROUP, Inc.
Christopher R
Series 63, Series 65
West Union, OH
FIFTH THIRD SECURITIES, Inc.
Sally R
Series 66
Hillsboro, OH
Capital Analysts
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