For Advisors By Advisorstm

Why join an independent RIA?

LEARN MORE

Why join us

LEARN MORE

Our Core Values

God leads our company • We strive to be the competition, not fight the competition • We work to over-deliver • We strive to have a servant heart • We do what’s right, even when no one is looking • Our handshake is our contract and our word is our bond • We strive to be nimble • We welcome and expect input from our advisors • We focus on our unique abilities and help others focus on theirs • Always share – never hold back

Latest Articles

Graduation

College Saving Options

What is the best vehicle to save for college/education? In order to answer that question, there is another question that needs to be answered first: What will “college or education”[…]

Read more
May 21, 2024 0
Questions

10 Questions Every Investor Needs to Ask

“Investing is complicated” –  but it isn’t. It’s complicated because there is a lot to learn when it comes to investing. It’s complicated because it is an ever-changing field. It’s[…]

Read more
May 6, 2024 0
Find

Finding Money to Save

Inflation has been a beast on the ole’ pocketbook. In the 4th quarter of 2023, household debt reached 17.5 trillion dollars with credit card debt – an increase of 50[…]

Read more
April 23, 2024 0

Customer Relationship Summary

Below is a copy of our Customer Relationship Summary, known as “Form CRS.” This new Form is intended to inform retail investors about: (i) the types of client and customer relationships and services the firm offers; (ii) the fees, costs, conflicts of interest, and required standard of conduct associated with those relationships and services; (iii) whether the firm and its financial professionals currently have reportable legal or disciplinary history; and (iv) how to obtain additional information about the firm.

Customer Relationship Summary (SMG Form CRS)
SMG ADV Part 2A

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.