A Smarter Way to Invest, Inc.
● SEC registered since 2017CRD 166170SEC# 801-110895Brighton, MI
Reg. AUM
$150M
Employees
7
Accounts
837
Location
Brighton, MI
A Smarter Way to Invest, Inc. assets under management
A Smarter Way to Invest, Inc. operates as an SEC-registered investment adviser based in Brighton, MI. The firm has been registered since 2017. It reports $150 million in regulatory assets under management and employs 7 people.
A Smarter Way to Invest, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Maxwell E Carlson | Vice President & Sr. Portfolio Manager | Under 5% | 2024 |
| Nathan D Meyer | Director Of Compliance & Operations | Under 5% | 2024 |
| Ronald John Briggs Control | Founder & Chief Investment Officer & Cco | Over 75% | 2012 |
Frequently asked questions
How much does A Smarter Way to Invest, Inc. manage?
A Smarter Way to Invest, Inc. reports $150 million in regulatory assets under management on its Form ADV.
How many employees does A Smarter Way to Invest, Inc. have?
A Smarter Way to Invest, Inc. reports 7 employees.
Where is A Smarter Way to Invest, Inc. located?
A Smarter Way to Invest, Inc. is based in Brighton, MI and has been SEC-registered since 2017.
Does A Smarter Way to Invest, Inc. disclose fund performance?
A Smarter Way to Invest, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1024 E. Grand River Ave, Suite B, Brighton, MI 48116 |
| Phone | 810-588-6178 |
| Fax | 810-227-2558 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$150M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$150Mregulatory AUM
Discretionary $150M