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SMARTX ADVISORY SOLUTIONS
Legal name: SMARTX ADVISORY SOLUTIONS LLC
CRD 297680File 801-113795
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.