Smartasset Advisors Llc
SEC-registered
Investment Adviser
CRD 307375
· SEC file 801-118374
· New York, NY
· www.linkedin.com
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ADV data as of Mar 20, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 250
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | — | — |
| High net worth individuals | Fewer than 5 clients | — | — |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carvin, Michael, Anthony | Chief Executive Officer | Feb 2020 (7y) | Less than 5% | |
| Kennedy, James, Michael | Chief Compliance Officer | Mar 2021 (6y) | Less than 5% | |
| Lapides, Meghan, Beth | Chief People Officer | Jan 2022 (5y) | Less than 5% | |
| Jones, David, Kevin | Chief Financial Officer | Sep 2022 (4y) | Less than 5% | |
| Silvio, Peitro, (Nmn) | Chief Technology Officer | Dec 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Financial Insight Technology, Inc. | Parent Company | Feb 2020 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 891 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEES FROM OTHER RIAS
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗