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| SmartX Advisory Solutions LLC
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|---|---|
| CRD # | 297680 |
| SEC # | 801-113795 |
| CIK # | 0001764274 |
| AUM | 26.99 B (2026-03-31) |
| Employees | 96 (2% Investors, 5% Brokers) |
| Phone | 561-835-8690 |
| Address | 105 S Narcissus Avenue West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 61 | 27.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 27.0 |
| By Discretionary | ||
| Discretionary | 61 | 27.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 61 | 27.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.0 | |
| Total | 61 | 27.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
SmartX Advisory Solutions LLC
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|
FL | 26.99 B |
|
HedgeCoVest LLC
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|
FL |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ameritas Investment Partners Inc
✚
|
NE | 29.01 B |
|
Atlanta Capital Management Company LLC
✚
|
GA | 28.64 B |
|
Sage Advisory Services Ltd Co
✚
|
TX | 28.43 B |
|
Asset Allocation & Management Company LLC
✚
|
IL | 27.49 B |
|
Brown Advisory Ltd
✚
|
26.58 B | |
|
Invesco Hong Kong Limited
✚
|
26.20 B | |
|
Templeton Global Advisors Limited
✚
|
25.85 B | |
|
H&H International Investment LLC
✚
|
CA | 25.50 B |
|
Plante Moran Financial Advisors LLC
✚
|
MI | 25.12 B |
|
Ruffer LLP
✚
|
24.87 B |