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 8 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 4 years of experience in the finance industry.

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