SMITHBROOK, LLC

SMITHBROOK, LLC is an SEC-registered investment adviser (CRD 313679). Regulatory assets under management: $91.2M.

Registration

• CRD: 313679
• Type: Registered investment adviser
• Phone: (206) 234-7095
• Latest filing: 2026-03-05
• Regulatory AUM: $91.2M
• Discretionary AUM: $90.5M
• Non-discretionary AUM: $675K
• Clients: 3
• Accounts: 66

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313679 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search