Samantha Dalby
Spearhead Advisors · Newport Beach, California
Samantha Dalby is a fee-only financial advisor at Spearhead Advisors in Newport Beach, California. Spearhead Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Spearhead Advisors |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $35.8M across 109 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8238260 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | spearhead.investments |
| Profile |
How Samantha's firm compares
- Spearhead Advisors's average account is about $329,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Samantha
Is Samantha Dalby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha holds no broker registration, and Spearhead Advisors 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, Spearhead Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Samantha Dalby based?
Samantha Dalby is based in Newport Beach, California.
Is Samantha Dalby registered with the SEC?
Yes. Samantha Dalby is registered as an investment adviser representative in CA (CRD 8238260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Spearhead Advisors manage?
Spearhead Advisors reports $35.8M across 109 accounts in assets under management.
How do I contact Samantha Dalby?
Through Samantha's website, spearhead.investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Newport Beach
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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