Marc Smith
Oars Capital · Dillsburg, Pennsylvania
Marc Smith is a fee-only financial advisor at Oars Capital in Dillsburg, Pennsylvania. Oars Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Marc →
Facts
| Firm | Oars Capital |
|---|---|
| Based in | Dillsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $397.7M across 711 accounts |
| SEC registration | Investment adviser representative in PA, VA · CRD 4840338 |
| Exams passed | Series 63 (2006) · Series 65 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.oarscapital.com |
| Profile |
How Marc's firm compares
- Oars Capital's average account is about $559,000, from its Form ADV (assets managed divided by 711 accounts).
Request an introduction to Marc
Tell Marc a little about what you're looking for. Marc isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Marc
Is Marc Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marc holds no broker registration, and Oars Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marc charge for financial advice?
Marc's firm, Oars Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marc Smith based?
Marc Smith is based in Dillsburg, Pennsylvania.
Is Marc Smith registered with the SEC?
Yes. Marc Smith is registered as an investment adviser representative in PA and VA (CRD 4840338), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oars Capital manage?
Oars Capital reports $397.7M across 711 accounts in assets under management.
How do I contact Marc Smith?
Through Marc's website, www.oarscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.