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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 8 | 7 | decreased by1 |
| Apr 1, 2026 | AUM | $112,172,648 | $149,952,958 | increased by$37,780,310 |
| Apr 1, 2026 | Accounts | 770 | 837 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 8 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 313 | — | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $92,555,754 | $112,172,648 | increased by$19,616,894 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 537 | 770 | increased by233 |
| Apr 1, 2022 | Clients | 308 | 313 | increased by5 |
| Apr 1, 2022 | AUM | $60,548,737 | $92,555,754 | increased by$32,007,017 |
| Apr 1, 2022 | Accounts | 748 | 537 | decreased by211 |
| Mar 1, 2022 | Employees | 1 | 2 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SMARTER WAY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SMARTER WAY” may also match similarly-named firms). Confirm identity against each filing.
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.