RIA
    SEC Registered

    Smartx Advisory Solutions

    Registered investment advisor · West Palm Beach, Florida · CRD #297680

    Assets Under Management
    $27B
    Client Accounts
    61
    Employees
    96
    CRD Number
    297680
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Smartx Advisory Solutions

    SMArtX Advisory Solutions LLC (SMArtX) is a registered investment advisor based in West Palm Beach, Florida. Founded in 2017, the company specializes in managed accounts technology, focusing on unified managed accounts (UMAs) and turnkey asset management platforms (TAMPs). As of February 2024, SMArtX manages $22.9 billion in assets and has raised a total of $172 million in funding. The firm offers a modular platform that supports scalable managed account trading, client account billing, and ope

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Smartx Advisory Solutions

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    Frequently Asked Questions

    What is Smartx Advisory Solutions's AUM?

    Smartx Advisory Solutions reports approximately $27B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Smartx Advisory Solutions headquartered?

    Smartx Advisory Solutions is headquartered in West Palm Beach, Florida.

    What is Smartx Advisory Solutions's CRD number?

    Smartx Advisory Solutions's CRD number is 297680. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Smartx Advisory Solutions manage?

    Smartx Advisory Solutions manages approximately 61 client accounts according to its latest SEC filing.

    Is Smartx Advisory Solutions SEC registered?

    Yes, Smartx Advisory Solutions is registered with the SEC as an investment adviser with an approved registration status.

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