{
  "crd_number": 304563,
  "slug": "smartpath-advisors-atlanta-ga-304563",
  "primary_business_name": "SMARTPATH ADVISORS",
  "legal_name": "SMARTPATH ADVISORS, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-12-01",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 10,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "IN",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NJ",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://smartpathadvisors.co"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304563",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/smartpath-advisors-atlanta-ga-304563",
  "display_name": "Smartpath Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. Smartpath Advisors (CRD 304563): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services"
  ],
  "quick_answers": [
    {
      "q": "How is Smartpath Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Smartpath Advisors reports these compensation arrangements: fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Smartpath Advisors located?",
      "a": "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)."
    },
    {
      "q": "Is Smartpath Advisors registered with the SEC or a state?",
      "a": "Smartpath Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 304563."
    },
    {
      "q": "How have Smartpath Advisors' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "Does Smartpath Advisors report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Smartpath Advisors state an account minimum?",
      "a": "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.)\""
    },
    {
      "q": "What changed in Smartpath Advisors' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 8 to 7."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 10,
      "filing_date": "2021-09-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 9,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 8,
      "filing_date": "2023-05-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 12,
      "filing_date": "2024-09-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 9,
      "filing_date": "2025-07-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 10,
      "filing_date": "2026-08-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Added an office in Littleton, CO."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 6.",
        "Registered or notice-filed in IL, MA, MN, NJ."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 7."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in MN, NC, NH."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 7 to 8."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 5, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not have a minimum account size or net asset requirement. (SmartPath Advisors, LLC does not manage assets, open accounts, or place trades.)"
        ]
      }
    ],
    "quotes": [
      "We do not have a minimum account size or net asset requirement. (SmartPath Advisors, LLC does not manage assets, open accounts, or place trades.)"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/smartpath-advisors-atlanta-ga-304563.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304563",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}