Marc Smith, financial advisor Dillsburg PA

Marc Smith

CRD Number: 4840338
Current Firm: Oars Capital
Compensation Model: Fee Only

I provide comprehensive investment and wealth management services to individuals and families. My primary function is managing investment portfolios, but I also provide a wide range of financial planning and wealth management services.

Red Wave Investments manages accounts by investing in individual stocks and bonds using a value investment philosophy. Value investing involves fundamental financial and qualitative analysis of companies and I seek to buy securities when they are available at a price that I believe provides for an attractive return.

I work with every client to put together a plan for your specific needs and goals. Many factors can influence the best way to manage your portfolio. I’ll work with you to understand your factors and create a custom portfolio specifically designed for your objectives.

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Company Name Location Dates Years
Oars Capital Dillsburg, PA May 2020 - Current 3
Marc Smith Investments Dillsburg, PA Jan 2019 - May 2020 1
Red Wave Investments Gordonsville, VA Nov 2012 - Dec 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2006
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Marc Smith
By the Numbers
  • Total Assets Under Management
    293
    MILLIONS
  • Total Number of Accounts
    693
    ACCOUNTS
  • Average Account Value
    $423,371
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, FL, MD, NY, PA, TX, VA

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Data verified by both the advisor and the public regulatory data.

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