SMART PORTFOLIOS, LLC
CRD #131342 SEC #801-67772 LAKE FOREST PARK, WA 206-686-3636
SEC Registered
Total AUM
$202.9M
Discretionary
$197.9M
Employees
6
Clients
1
Accounts
470
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| CAMPBELL, KEITH, EDWARD | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Copper, Kristin, Lynn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER, CHIEF COMPLIANCE OFFICER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | MANAGER | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT, CIO, AND CCO | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT, CIO, AND CCO | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT, CIO, AND CCO | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT, CIO, AND CCO | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT, CIO, AND CCO | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| JAMES, BRYCE, ARNEVICK | I | PRESIDENT | NA | Control |
| ROSENTHAL, JOHN, FRANCIS | I | MEMBER | NA | |
| ROSENTHAL, JOHN, FRANCIS | I | PORTFOLIO MANAGER | NA | |
| ROSENTHAL, JOHN, FRANCIS | I | PORTFOLIO MANAGER | NA | |
| ROSENTHAL, JOHN, FRANCIS | I | PORTFOLIO MANAGER | NA | |
| ROSENTHAL, JOHN, FRANCIS | I | MEMBER | NA | |
| ROSENTHAL, JOHN, FRANCIS | I | MEMBER | NA | |
| ROSENTHAL, JOHN, FRANCIS | I | PORTFOLIO MANAGER | NA | |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER | NA | |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER | NA | |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER | NA | |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMPSON, RONALD, JAY | I | CHIEF OPERATIONS OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| SHIELD HOLDINGS, LLC | DE | OWNER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| SHIELD HOLDINGS, LLC | DE | MEMBER | E | Control |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | OWNER | A | |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | PORTFOLIO MANAGER | A | |
| BIRD, SHAWN, DANIEL | I | OWNER | A | |
| BIRD, SHAWN, DANIEL | I | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
| JAMES, BRYCE, ARNEVICK | I | SHIELD HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Oct 3, 2025 REGISTERED
Notice Filings (7)
AZ CA CO ID LA OR WA
Address
17849 BALLINGER WAY NELAKE FOREST PARK, WA 98155
United States
Phone: 206-686-3636