CRD: 131342
Smart Portfolios, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-02-2004
- Office Locations
- 1
Office Locations
About Smart Portfolios, LLC
Smart Portfolios, LLC delivers risk-managed portfolio construction and asset allocation models for investment professionals, using Dynamic Portfolio Optimization developed with tools from an unaffiliated Nobel Prize-winning economist. The approach focuses on measuring and managing risk (including Expected Shortfall) and adapting allocations to target improved risk-adjusted returns across securities and markets. Serves retail and institutional clients, with custody support including Charles Schwab.
Team overview
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Services
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Owner & Executives
KEITH EDWARD CAMPBELL
Chief Investment Officer
- CRD
- #6274873
- Ownership
- Less than 5%
Kristin Lynn Copper
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MARK ALLEN BERGERON
Chief Compliance Officer, President
- CRD
- #839130
PHILIP LAURENCE MURPHY JR
--
- CRD
- #1567226
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,917,273 | $480,178 |
| Non-Discretionary | $2,364,803 | $157,654 |
| Total | $210,282,076 | $469,380 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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