AdvisorCensus / Financial advisors / Georgia / Atlanta / Smartpath Advisors
Smartpath Advisors
Filed as SMARTPATH ADVISORS · Legal name Smartpath Advisors, LLC
Smartpath Advisors is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated August 5, 2026.
Quick answers
From the filingHow is Smartpath Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Smartpath Advisors reports these compensation arrangements: fixed fees (other than subscription fees); other.
Where is Smartpath Advisors located?
Smartpath Advisors' principal office is in Atlanta, GA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Smartpath Advisors registered with the SEC or a state?
Smartpath Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 304563.
How have Smartpath Advisors' assets and staff changed since 2021?
In the Form ADV data for Smartpath Advisors: Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Smartpath Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304563
Does Smartpath Advisors state an account minimum?
Its Form ADV Part 2A brochure dated August 5, 2026 says: "We do not have a minimum account size or net asset requirement. (SmartPath Advisors, LLC does not manage assets, open accounts, or place trades.)"
What changed in Smartpath Advisors' recent Form ADV filings?
In the September 2026 filing data: Employees performing advisory functions went from 8 to 7.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not have a minimum account size or net asset requirement. (SmartPath Advisors, LLC does not manage assets, open accounts, or place trades.)
As stated in the firm's Form ADV Part 2A brochure dated August 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DNot reported.
A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
Registration and firm details
Items 1, 2, 5- Legal name
- Smartpath Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2020 (5 years)
- Employees
- Total: 10. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the September 2026 filing
- States registered or notice-filed
-
24 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 10 | August 5, 2026 |
| October 2025 | Not reported | 9 | July 24, 2025 |
| October 2024 | Not reported | 12 | September 6, 2024 |
| October 2023 | Not reported | 8 | May 5, 2023 |
| October 2022 | Not reported | 9 | March 21, 2022 |
| October 2021 | Not reported | 10 | September 24, 2021 |
Total employees: 10 in October 2021 and 10 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Employees performing advisory functions went from 8 to 7.
- June 2026
- Employees performing advisory functions went from 7 to 8.
- May 2026
- Employees performing advisory functions went from 6 to 7.
- Added an office in Littleton, CO.
- March 2026
- Employees performing advisory functions went from 7 to 6.
- Registered or notice-filed in IL, MA, MN, NJ.
- February 2026
- Employees performing advisory functions went from 8 to 7.
- January 2026
- No longer registered or notice-filed in MN, NC, NH.
- December 2025
- Employees performing advisory functions went from 7 to 8.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Smartpath Advisors (CRD 304563): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/smartpath-advisors-atlanta-ga-304563