International Assets Investment Management
33yrs
Top 11% by experience in Georgia
36yrs
Steven Smith is a financial advisor in Sugar Hill, Georgia, with 36 years in the industry. Steven joined Capital Research Advisors in 2004, after less than a year at Cambridge Investment Research. Capital Research Advisors offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and hourly fees.
At a glance
Experience36 years (since 1990)
How that compares ?Top advisor by experience in Sugar Hill
Office1400 Buford Hwy, Suite C-1, Sugar Hill, GA 30518
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$394,611
Advisors at the firm3
States licensed ?1 state
Services through Capital Research Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2004 – nowCapital Research Advisors, LLCCurrent firm
- Mar 2003 – Jun 2003Cambridge Investment Research, Inc.Previously
Contact Steven
(770) 925-1000Firm headquarters in Suwanee, GA. Ask for Steven. 1400 Buford Hwy, Suite C-1Sugar Hill, GA 30518Office · Get directions Firm websiteHTTP://WWW.CAPITALRESEARCHADVISORS.COM
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Questions to ask Steven
Tailored to Steven’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Steven
How do I contact Steven?
Call Capital Research Advisors at (770) 925-1000 and ask for Steven Smith. Steven works from the Sugar Hill, GA office.
How long has Steven been a financial advisor?
Steven has been in the industry since 1990, about 36 years. Top advisor by experience in Sugar Hill.
What licenses does Steven hold?
Series 63. Tap any license on this page to see what it allows.
Is Steven a fiduciary?
Steven is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Steven paid?
Capital Research Advisors reports being paid by a percentage of the assets they manage, hourly fees. Ask Steven for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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