SMArtX Advisory Solutions

Overview

SMArtX Advisory Solutions is a limited liability company that acts primarily as a capital allocator and subadvisor platform. The firm focuses on portfolio management and on selecting other advisers, positioning itself as an intermediary between institutional clients and third‑party managers. Its business mix leans heavily toward institutional relationships while also supporting portfolio management for individuals and small businesses. SMArtX charges fees based on a percentage of assets under management plus other fee arrangements, and it is not reported to be an active ESG investor. The firm is registered with the SEC since 2018 and maintains ties to broker‑dealer and CPO/CTA networks, reflecting a hybrid role that combines discretionary portfolio oversight with manager selection and distribution capabilities. That approach supports scalable model delivery and SMA implementations where SMArtX can allocate capital across subadvisors, ETFs and separate account equities to meet client mandates.

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