Smartx Advisory Solutions LLC
● SEC registered since 2018CRD 297680SEC# 801-113795West Palm Beach, FL
Reg. AUM
$26.99B
Employees
96
Accounts
61
Location
West Palm Beach, FL
Smartx Advisory Solutions LLC assets under management
Smartx Advisory Solutions LLC is an SEC-registered investment adviser based in West Palm Beach, FL. The firm has been registered since 2018. It reports $27 billion in regulatory assets under management and employs 96 people.
Smartx Advisory Solutions LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Damon Bradley Joyner Control | Chief Financial Officer | Under 5% | 2024 |
| Jonathan Seth Pincus Control | Chief Executive Officer | Under 5% | 2023 |
| Louis Michael Milano Control | Chief Compliance Officer | Under 5% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Smartx Advisory Solutions LLC manage?
Smartx Advisory Solutions LLC reports $27 billion in regulatory assets under management on its Form ADV.
How many employees does Smartx Advisory Solutions LLC have?
Smartx Advisory Solutions LLC reports 96 employees.
Where is Smartx Advisory Solutions LLC located?
Smartx Advisory Solutions LLC is based in West Palm Beach, FL and has been SEC-registered since 2018.
Does Smartx Advisory Solutions LLC disclose fund performance?
Smartx Advisory Solutions LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 105 S. Narcissus Avenue, Suite 701, West Palm Beach, FL 33401 |
| Phone | 561-835-8690 |
| Fax | 561-828-3181 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1764274 |
| Discloses disciplinary history | No |
Regulatory AUM
$26.99B▲ 2%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers
Assets under management
$26.99Bregulatory AUM
Discretionary $26.99B