Smartadvisor LLC
● SEC registered since 2022CRD 319690SEC# 801-125996San Francisco, CA
Reg. AUM
$29.2M
Employees
8
Accounts
138
Location
San Francisco, CA
Smartadvisor LLC assets under management
Smartadvisor LLC operates as an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2022. It reports $29.2 million in regulatory assets under management and employs 8 people.
Smartadvisor LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Francisco Sosa Del Valle Control | Chief Compliance Officer | 10-25% | 2025 |
| Smartadvisor Holdings Inc. Control | Managing Member | Over 75% | 2021 |
| Francisco Sosa Del Valle Control | Limited Partner | 25-50% | 2021 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Smartadvisor LLC manage?
Smartadvisor LLC reports $29.2 million in regulatory assets under management on its Form ADV.
How many employees does Smartadvisor LLC have?
Smartadvisor LLC reports 8 employees.
Where is Smartadvisor LLC located?
Smartadvisor LLC is based in San Francisco, CA and has been SEC-registered since 2022.
Does Smartadvisor LLC disclose fund performance?
Smartadvisor LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 Spear Street, Suite 1100, San Francisco, CA 94105 |
| Phone | + 1 510 738 3310 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$29.2M▲ 45%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$29.2Mregulatory AUM
Discretionary $29.2M