Sarah Hearton
Investment adviser representative at Ategra Capital Management, LLC
15 yearsExperience
1 stateRegistered in
$190.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Ategra Capital Management, LLCJan 2022 to now
- Swi/de, LLCJun 2017 to Jan 2022
- Bnb Enterprise, LLCMay 2011 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Ategra Capital Management, LLC
$190.2MAssets managed
2Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7536677
- Firm CRD
- 164245