Sara V. Mahoney
Professional Summary
Sara V. Mahoney, who also goes by Sara Holly Mahoney, Sara Holly Voit, is a registered financial advisor currently at EUBEL BRADY & SUTTMAN located in Miamisburg, Ohio. Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Sara has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Sara Holly Mahoney, Sara Holly Voit
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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SOLTIS INVESTMENT ADVISORS, LLC
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Disclosures on record.
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Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
EBS ASSET MANAGEMENT | EUBEL BRADY & SUTTMAN INVESTMENT + WEALTH MANAGEMENT | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | EUBEL BRADY & SUTTMAN
Contact Information
Main Address
10100 Innovation Drive Suite 410, Miamisburg, OH 45342Phone Number
(937) 291-1223# of Employees
34SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,885AUM (Assets Under Management)
$2,071,297,994Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | Cover Page | Report |
| 03/13/2025 | Cover Page | Report |
| 01/25/2024 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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SOLTIS INVESTMENT ADVISORS, LLC
Primary Firm SEC Registration
EBS ASSET MANAGEMENT | EUBEL BRADY & SUTTMAN INVESTMENT + WEALTH MANAGEMENT | EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | EUBEL BRADY & SUTTMAN
State Registrations and Notice Filings
(11/15/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Sara V. Mahoney's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC