RIA Intelligence

SMARTADVISOR LLC

Legal name: BUNKER

CRD #319690 SEC #801-125996 SAN FRANCISCO, CA + 1 510 738 3310
SEC Registered
Total AUM
$20.2M
Discretionary
$20.2M
Employees
11
Clients
--
Accounts
88

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 9, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
Olazabal Delgado, Valentina, MariaICHIEF COMPLIANCE OFFICERNA Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SMARTADVISOR HOLDINGS INC.DEMANAGING MEMBERE Control
SOSA DEL VALLE, FRANCISCOICHIEF COMPLIANCE OFFICERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FSSB LPFESMART INVESTMENTS LPF Control
FSSB LPFESMART INVESTMENTS LPF Control
FSSB LPFESMART INVESTMENTS LPF Control
FSSB LPFESMART INVESTMENTS LPF Control
SMARTMGT LTDFESMART INVESTMENTS LPF Control
SMARTMGT LTDFESMART INVESTMENTS LPF Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SMART INVESTMENTS LPFESMARTADVISOR HOLDINGS INC.E Control
SKATE LPFESMART INVESTMENTS LPD Control
SKATE LPFESMART INVESTMENTS LPD Control
SKATE LPFESMART INVESTMENTS LPD Control
SOSA DEL VALLE, FRANCISCOISMART INVESTMENTS LPD Control
SOSA DEL VALLE, FRANCISCOISMART INVESTMENTS LPD Control
SOSA DEL VALLE, FRANCISCOISMART INVESTMENTS LPD Control
SOSA DEL VALLE, FRANCISCOISMART INVESTMENTS LPD Control
SOSA DEL VALLE, FRANCISCOISMART INVESTMENTS LPD Control
BAUSILI, SANTIAGOISMART INVESTMENTS LPC Control
BAUSILI, SANTIAGOISMART INVESTMENTS LPC Control
BAUSILI, SANTIAGOISMART INVESTMENTS LPC Control
BAUSILI, SANTIAGOISMART INVESTMENTS LPC Control
BAUSILI, SANTIAGOISMART INVESTMENTS LPC Control
SOSA DEL VALLE, FRANCISCOISMART INVESTMENTS LPC Control
SOSA DEL VALLE, FRANCISCOISMART INVESTMENTS LPC Control
SOSA DEL VALLE, FRANCISCOISKATE LPC Control
SOSA DEL VALLE, FRANCISCOISKATE LPC Control
SOSA DEL VALLE, FRANCISCOISKATE LPC Control

Registrations

Federal

IA
Oct 9, 2025 REGISTERED

Address

201 SPEAR STREET
SUITE 1100
SAN FRANCISCO, CA 94105
United States
Phone: + 1 510 738 3310