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SMARTER BEAR FINANCIAL ADVISORY

SMARTER BEAR LLC

CRD 325148

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$49.9M

Discretionary AUM

$20.6M

Team

2 total employees; 2 advisory reps; 4 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-29

Disciplinary history

No

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  • SEC IAPD →

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  • FINRA BrokerCheck →

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals41$49.9M

All web addresses on file

Official SEC filing: View on IAPD