# Smith Ryan

Smith Ryan of Portland, OR appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 10 filing roles across Form ADV (9), Form D (1).

## Filings (10)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [FRANKLIN MANAGED OPTIONS STRATEGIES, LLC](https://search.stillhousedata.com/firm/325732) | VICE PRESIDENT | STAMFORD, CT |
| — | Form ADV | [GALLIARD CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/106487) | DIRECTOR | MINNEAPOLIS, MN |
| — | Form ADV | [FOUR QUADRANT WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/130753) | PRESIDENT/CHIEF COMPLIANCE OFFICER | CARMEL, IN |
| — | Form ADV | [1776 WEALTH LLC](https://search.stillhousedata.com/firm/286321) | CCO | SANDY SPRINGS, GA |
| — | Form ADV | [O'SHAUGHNESSY ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/144594) | CHIEF OPERATING OFFICER/PRINCIPAL | STAMFORD, CT |
| — | Form ADV | [CRITERION CAPITAL MANAGEMENT,LLC](https://search.stillhousedata.com/firm/120541) | DIRECTOR OF FINANCE | SAN FRANCISCO, CA |
| — | Form ADV | [NELSON CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/123513) | DIRECTOR | FOSTER CITY, CA |
| — | Form ADV | [FINANCIAL GUARD, LLC](https://search.stillhousedata.com/firm/156059) | DIRECTOR | SALT LAKE CITY, UT |
| — | Form ADV | [MADISON WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/117904) | OWNER | LEE'S SUMMIT, MO |
| 2023-09-06 | Form D | [Sortis Holdings, Inc.](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1555515&type=&dateb=&owner=include&count=40) | Executive Officer | PORTLAND, OR |


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Source: public SEC filing 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.