# Kleinsmith Resource Management, LLC

> Kleinsmith Resource Management, LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 164545
- Filed as: KLEINSMITH RESOURCE MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oregon
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164545
- AdvisorCensus page: https://advisorcensus.com/firm/kleinsmith-resource-management-llc-164545

## Quick answers

**How is Kleinsmith Resource Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kleinsmith Resource Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Kleinsmith Resource Management, LLC registered with the SEC or a state?**
Kleinsmith Resource Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 164545.

**How much does Kleinsmith Resource Management, LLC manage?**
Kleinsmith Resource Management, LLC reports $8,327,438 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Kleinsmith Resource Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (3).

**Does Kleinsmith Resource Management, LLC 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/164545

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $8,327,438
- Discretionary: $8,327,438
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $5,047,226 |
| High net worth individuals | 3 | $3,280,212 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kleinsmithresource.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kleinsmith Resource Management, LLC (CRD 164545): Form ADV filing data as of October 2026.