Kristin Copper is a control person of Smart Portfolios and directly owns under 5% of it.
Smart Portfolios is an investment adviser based in Lake Forest Park, WA, registered with the SEC since 2007. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $210 million, as filed on 27 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7227692
- Firm
- Smart Portfolios · CRD 131342
- Role
- Chief Compliance Officer
- In role since
- January 2020 · 6 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Lake Forest Park, WA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kristin Copper work?
Kristin Copper has been Chief Compliance Officer of Smart Portfolios, LLC since January 2020, and is a control person of the firm.
How can I verify Kristin Copper’s record?
Kristin Copper’s role is listed on Smart Portfolios, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 131342.
