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SMARTX ADVISORY SOLUTIONS
Legal name: SMARTX ADVISORY SOLUTIONS LLC
CRD 297680File 801-113795
APPROVED
Filing as of Sep 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$26.99B
Top 10% of cohort (national)
Discretionary AUM
$26.99B
Clients
61
61 accounts
Employees
96
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Aug 7, 2018
- Principal office
- 105 S. NARCISSUS AVENUE, SUITE 701, WEST PALM BEACH, FL, 33401
- Phone
- 561-835-8690
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $26.99B
- Discretionary AUM
- $26.99B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 61
- Non-discretionary accounts
- 0
- Total accounts
- 61
- AUM per client
- $442.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 61 | $26.99B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — OCIO SERVICES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 94 | 96 | increased by2 |
| Apr 1, 2026 | Clients | 51 | 61 | increased by10 |
| Apr 1, 2026 | AUM | $26,545,458,669 | $26,993,430,437 | increased by$447,971,768 |
| Apr 1, 2026 | Accounts | 51 | 61 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 90 | 94 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 95 | 51 | decreased by44 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $18,259,070,565 | $26,545,458,669 | increased by$8,286,388,104 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 95 | 51 | decreased by44 |
| Apr 1, 2022 | Employees | 67 | 90 | increased by23 |
| Apr 1, 2022 | Clients | 55,694 | 95 | decreased by55,599 |
| Apr 1, 2022 | AUM | $18,059,329,432 | $18,259,070,565 | increased by$199,741,133 |
| Apr 1, 2022 | Accounts | 77,410 | 95 | decreased by77,315 |
| Nov 1, 2021 | Employees | 47 | 67 | increased by20 |
| Nov 1, 2021 | AUM | $14,365,090,760 | $18,059,329,432 | increased by$3,694,238,672 |
| Nov 1, 2021 | Accounts | 55,694 | 77,410 | increased by21,716 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SMARTX ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SMARTX ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.