Samantha Carver
Bond Tech · Bellbrook, Ohio
Samantha Carver is a fee-only financial advisor at Bond Tech in Bellbrook, Ohio. Bond Tech reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bond Tech |
|---|---|
| Based in | Bellbrook, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $221.6M across 382 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7120141 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | creeksidewealth.com |
How Samantha's firm compares
- Bond Tech's average account is about $580,000, from its Form ADV (assets managed divided by 382 accounts).
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Questions about Samantha
Is Samantha Carver a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and Bond Tech reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samantha charge for financial advice?
Samantha's firm, Bond Tech, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samantha Carver based?
Samantha Carver is based in Bellbrook, Ohio.
Is Samantha Carver registered with the SEC?
Yes. Samantha Carver is registered as an investment adviser representative in OH (CRD 7120141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bond Tech manage?
Bond Tech reports $221.6M across 382 accounts in assets under management.
How do I contact Samantha Carver?
Through Samantha's website, creeksidewealth.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.
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