← Directory
A SMARTER WAY TO INVEST
Legal name: A SMARTER WAY TO INVEST, INC.
CRD 166170File 801-110895
APPROVED
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$150.0M
Bottom 25% of cohort (national)
Discretionary AUM
$150.0M
Clients
0
837 accounts
Employees
7
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 31, 2017
- Principal office
- 1024 E. GRAND RIVER AVE, SUITE B, BRIGHTON, MI, 48116
- Phone
- 810-588-6178
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.0M
- Discretionary AUM
- $150.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 837
- Non-discretionary accounts
- 0
- Total accounts
- 837
- AUM per client
- —
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $150.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SIGNAL PROVIDER
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.