Investment adviser · CRD 324633
SMART PORTFOLIO
Investment adviser filing (IA)
SMART PORTFOLIO LLC
BREA, CA, United States · Form ADV filed Feb 16, 2026
- Regulatory AUM
- $44.1M Form ADV · Item 5.F
- Client accounts
- 60 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 50 | $41,032,000 | 93.0% |
| Corporations & businesses | Fewer than 5 | $2,000,000 | 4.5% |
| High-net-worth individuals | 9 | $1,100,000 | 2.5% |
Filing source
Form ADV 2054781 · Feb 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 16, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
3230 E. IMPERIAL HIGHWAY, SUITE 300BREA, CA, 92821, United States
CRD 324633
Filing source
Form ADV 2054781 · Feb 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.