Smart Portfolios, LLC
● SEC registered since 2007CRD 131342SEC# 801-67772Lake Forest Park, WA
Reg. AUM
$210.3M
Employees
6
Accounts
448
Location
Lake Forest Park, WA
Smart Portfolios, LLC assets under management
Smart Portfolios, LLC operates as an SEC-registered investment adviser based in Lake Forest Park, WA. The firm has been registered since 2007. It reports $210.3 million in regulatory assets under management and employs 6 people.
Smart Portfolios, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryce Arnevick James Control | President | Under 5% | 2005 |
| Keith Edward Campbell Control | Chief Investment Officer | Under 5% | 2019 |
| Kristin Lynn Copper Control | Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Smart Portfolios, LLC manage?
Smart Portfolios, LLC reports $210.3 million in regulatory assets under management on its Form ADV.
How many employees does Smart Portfolios, LLC have?
Smart Portfolios, LLC reports 6 employees.
Where is Smart Portfolios, LLC located?
Smart Portfolios, LLC is based in Lake Forest Park, WA and has been SEC-registered since 2007.
Does Smart Portfolios, LLC disclose fund performance?
Smart Portfolios, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17849 Ballinger Way NE, Lake Forest Park, WA 98155 |
| Phone | 206-686-3636 |
| Fax | 206-686-3637 |
| Office hours | 8-4 |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1513227 |
| Discloses disciplinary history | No |
Regulatory AUM
$210.3M▲ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$210.3Mregulatory AUM
Discretionary $207.9MNon-discretionary $2.4M