SmartStreet Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,792,225
Clients
11
45% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$708,384
About
SmartStreet Investments provides discretionary investment management to individuals as well as a range of institutional and organizational clients, including corporations, pension and profit-sharing plans, qualified retirement plans, trusts, endowments, foundations and charitable organizations. The firm manages roughly $7.8 million in client assets across a limited number of accounts and constructs portfolios across equity, fixed income, digital-asset ETFs and blended strategies.
The firm builds investment plans using a top‑down macroeconomic framework combined with principles of modern portfolio theory to determine asset allocation and to select individual securities, and it employs both strategic long‑term and tactical short‑term purchase approaches. SmartStreet also implements annual tax‑loss harvesting in taxable accounts and emphasizes higher‑credit‑quality fixed income as a diversifier when appropriate.
Noteworthy for a small independent adviser, SmartStreet explicitly accepts corporate, charitable and institutional-type clients—client categories that are uncommon for firms of this size. Its stated investable universe includes nontraditional options such as hedge funds, absolute return funds and digital‑asset ETFs, and it relies on a third‑party custody and execution platform to support trading and operational functions.
Client services
Portfolio management
Expertise
Tax-loss harvesting
Fee options
$0 - $1,000,000: 1.25% $1,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75% $0 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000 - $20,000,000: 0.40% $20,000,000 - $30,000,000: 0.30% $30,000,000 - $100,000,000: 0.25%
Account minimum: $500,000
Main office location
SmartStreet Investments
Marblehead MA, United States
Number of offices
1
Most active in
SmartStreet Investments has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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