# Invest Smart USA, Inc.

> Invest Smart USA, Inc. is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 168135
- Filed as: INVEST SMART USA, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168135
- AdvisorCensus page: https://advisorcensus.com/firm/invest-smart-usa-inc-scottsdale-az-168135

## Quick answers

**How is Invest Smart USA, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Invest Smart USA, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Invest Smart USA, Inc. located?**
Invest Smart USA, Inc.'s principal office is in Scottsdale, AZ, according to its Form ADV.

**Is Invest Smart USA, Inc. registered with the SEC or a state?**
Invest Smart USA, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 168135.

**How much does Invest Smart USA, Inc. manage?**
Invest Smart USA, Inc. reports $45,306,532 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Invest Smart USA, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (74); high net worth individuals (14).

**Does Invest Smart USA, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/168135

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,306,532
- Discretionary: $45,306,532
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 74 | $17,057,519 |
| High net worth individuals | 14 | $28,249,013 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investsmartusa.com
- Facebook @investsmartusa
- LinkedIn @invest-smart-usa
- YouTube @UCbQx7wil51ixPs9QqVklPDw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invest Smart USA, Inc. (CRD 168135): Form ADV filing data as of October 2026.