Oars Capital

Oars Capital (CRD# 153198) is a financial advisory firm headquartered in Dillsburg, PA. They manage $293,395,978 in 693 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • 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

Financial Advisors at Oars Capital
Showing 1 - 1 of 1 top financial advisors.
1
Marc Smith
CRD#: 4840338
6 North Baltimore Street, Suite 3, Dillsburg, PA 17019

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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