# SMART PORTFOLIO

SMART PORTFOLIO of BREA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 324633
- Type: SEC-registered investment adviser
- SEC file number: 801-127212
- Location: 3230 E. IMPERIAL HIGHWAY, BREA, CA, 92821
- Phone: 858-898-8000
- Latest filing: 2026-02-25
- Regulatory AUM: $44.1M
- Discretionary AUM: $44.1M
- Clients: 2
- Accounts: 60

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Aleksandr Revmirovich Dyo | MANAGER AND CCO; OWNER | — |
| Aleksandr Revmirovich Dyo | MANAGER AND CCO | — |
| DYO ALEKSANDR REVMIROVICH | MANAGER AND CCO; OWNER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | civil | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/324633/brochure
- Similar advisers: https://search.stillhousedata.com/firm/324633/similar
- Related entities: https://search.stillhousedata.com/firm/324633/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/324633

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.