Keith Campbell has been Chief Investment Officer of Smart Portfolios since January 2019, is a control person of the firm and directly owns under 5% of it. Keith Campbell holds a Masters degree in Financial Engineering from the University of Michigan and a BS in Industrial Engineering from Purdue University.
Smart Portfolios, LLC is a Lake Forest Park, WA firm with $210M under management, 150 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Keith Campbell is Chief Investment Officer of Smart Portfolios. He is responsible for implementing the firm's quantitative asset allocation model, including code development, research, portfolio management and trade execution. Before joining Smart Portfolios, he was Head of Portfolio Construction and a founding member of Reign Capital Management, a Managed Futures Commodity Trading Advisor, and he has over fifteen years of financial industry experience.
- Smart Portfolios, LLCCurrent– present · 12 yearsLake Forest Park, WA · Adviser representative · Firm CRD 131342
Investment adviser representative registrations
Keith Campbell is registered as an investment adviser representative in Washington, since March 2014.
- WashingtonSince 27 March 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 March 2014 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Keith Edward Campbell
- CRD
- 6274873
- Firm
- Smart Portfolios · CRD 131342
- Role
- Chief Investment Officer
- Office
- 17849 BALLINGER WAY NE, Lake Forest Park, WA 98155
- Registration
- Investment adviser registration
- In the industry since
- March 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- smartportfolios.com
Where does Keith Campbell work?
Keith Campbell has been Chief Investment Officer of Smart Portfolios, LLC since January 2019, and is a control person of the firm.
Is Keith Campbell a financial advisor?
Yes. Keith Campbell has a current investment-adviser registration in Washington, through Smart Portfolios since March 2014.
How many years of experience does Keith Campbell have?
Keith Campbell has 12 years in the financial industry, since March 2014, across 1 adviser firm.
What exams has Keith Campbell passed?
Keith Campbell passed the Series 65 in March 2014.
Where is Keith Campbell based?
Keith Campbell’s registered office is in Lake Forest Park, WA.
Is Keith Campbell registered with FINRA?
No. Keith Campbell has no current broker registration.
How can I verify Keith Campbell’s record?
Search CRD 6274873 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Campbell’s full registration record.
