W.A. Smith Financial Group

Firm record

As recorded in SEC IAPD

Firm CRD

146608

SEC number

801-110042

Firm type

RIA

Assets under management

$1.2B as of Mar 31, 2026

Website

www.wasmithfinancial.com ↗

Phone

419-626-8600

Address

4604 Timber Commons Drive, Sandusky, OH, 44870

Advisors at this firm

12 in our index · page 1 of 1

• Logan Edward BolinCRD 7092195 · Sheffield Village, OH
  IA RegisteredRegistration inactive
• Zachary Adam BushCRD 5948217 · Sheffield Village, OH
  IA RegisteredRegistration inactive
• David H ColettoCRD 7181162 · Sheffield Village, OH
  IA RegisteredRegistration inactive
• Nathaniel Steven FocklerCRD 6557909 · Sheffield Village, OH
  IA RegisteredRegistration inactive
• Jacob D KinsleyCRD 6672364 · Sandusky, OH
  IA RegisteredRegistration inactive
• Jarrett D LangCRD 6178721 · Sandusky, OH
  IA Registered
• Damon Gregory LeeCRD 7293506 · Sarasota, FL
  IA RegisteredRegistration inactive
• William Joseph LauerCRD 6695033 · Sandusky, OH
  IA Registered
• Matthew Brian MillerCRD 7429584 · Sarasota, FL
  IA Registered
• William Allen SmithCRD 2671372 · Sandusky, OH
  IA Registered
• Brandon M SchaeferCRD 7598608 · Sandusky, OH
  IA RegisteredRegistration inactive
• Andrew S ToccaceliCRD 6250343 · Sandusky, OH
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.