|
⚲
|
| Keyboard |
| Smart Portfolio LLC
✚
|
|
|---|---|
| CRD # | 324633 |
| SEC # | 801-127212 |
| CIK # | |
| AUM | 44.1 M (2026-02-16) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 858-898-8000 |
| Address | 3230 E Imperial Highway Brea, CA 92821 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 9 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 50 | 41.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.0 |
| (n) Other | 0 | 0.0 |
| Total | 60 | 44.1 |
| By Discretionary | ||
| Discretionary | 60 | 44.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 44.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 44.1 | |
| Total | 60 | 44.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Browning Capital Management LLC
✚
|
45.4 M | |
|
Lincoln Park Capital LLC
✚
|
NY | 45.1 M |
|
EBCO Trustee Services Ltd LIAB Co
✚
|
44.7 M | |
|
Inverlochy Capital Inc
✚
|
44.4 M | |
|
Winthrop Partners - WPA LLC
✚
|
NY | 44.1 M |
|
Transparent Wealth Consulting LLC
✚
|
NY | 43.9 M |
|
Esoterica Capital LLC
✚
|
43.4 M | |
|
Franklin Parker Financial LLC
✚
|
43.0 M | |
|
A & L Personal Business Management LLC
✚
|
43.0 M | |
|
MW Investment Strategy
✚
|
CA | 42.8 M |