Smartinvest Capital LLC

Smartinvest Capital LLC (CRD# 156165) is a financial advisory firm headquartered in Miami, FL. They manage $88,789,884 in 364 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $243,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Smartinvest Capital LLC
Showing 1 - 3 of 3 top financial advisors.
1
Alberto E. Siblesz
CRD#: 5425706
999 Brickell Avenue, Suite 1006, Miami, FL 33131
93
Wealthminder
score

Alberto Siblesz (CRD# 5425706) is an Investment Advisor Representative working at Smartinvest Capital LLC in Miami, FL and has over 9 years of experience in the finance industry.

2
Mark R. Fitzpatrick
CRD#: 4928735
999 Brickell Avenue, Suite 1006, Miami, FL 33131
90
Wealthminder
score

Mark Fitzpatrick (CRD# 4928735) is an Investment Advisor Representative working at Smartinvest Capital LLC in Miami, FL and has 1 year of experience in the finance industry.

3
David N. Guenoun
CRD#: 2665272
999 Brickell Avenue, Suite 1006, Miami, FL 33131
90
Wealthminder
score

David Guenoun (CRD# 2665272) is an Investment Advisor Representative working at Smartinvest Capital LLC in Miami, FL and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.