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RIA / WealthAdvisor13 years in industry

KYLE JACOB LUNDE

Advisor at SMARTHARVEST PORTFOLIOS

SEATTLE, WA

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Search this name across graphsid dfx:ria:2bd53822-cf9a-290d-aab9-57d9a4b932db

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 10, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SMARTHARVEST PORTFOLIOS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 2, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 2, 2013
First registration: Jul 10, 2013
Dual registered: no
IAPD individual key: 6162508

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SMARTHARVEST PORTFOLIOS	Independent wealth	Jan 3, 2025	n/a	yes	SEATTLE, WA	Current employment
CATALINA CAPITAL GROUP, LLC	Former SEC adviser	Feb 1, 2021	Dec 3, 2024	no	TORRANCE, CA	Previous registration
PARAMETRIC PORTFOLIO ASSOCIATES	Bd affiliated wealth	Apr 25, 2016	Oct 22, 2019	no	SEATTLE, WA	Previous registration
DIMENSIONAL FUND ADVISORS LP	Asset manager	Jul 10, 2013	Feb 5, 2016	no	AUSTIN, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CATALINA CAPITAL GROUP, LLC	SMARTHARVEST PORTFOLIOS	Dec 3, 2024	Jan 3, 2025	31	Firm change	RIA to new firm
PARAMETRIC PORTFOLIO ASSOCIATES	CATALINA CAPITAL GROUP, LLC	Oct 22, 2019	Feb 1, 2021	468	Firm change after gap	RIA to RIA
DIMENSIONAL FUND ADVISORS LP	PARAMETRIC PORTFOLIO ASSOCIATES	Feb 5, 2016	Apr 25, 2016	80	Firm change	Other

Relationships

Registered with (4)

→ SMARTHARVEST PORTFOLIOSRegistered adviserregistration: current employment
Jan 3, 2025 to presentfactForm ADV
→ CATALINA CAPITAL GROUP, LLCRegistered adviserregistration: previous registration
Feb 1, 2021 to Dec 3, 2024factForm ADV
→ PARAMETRIC PORTFOLIO ASSOCIATESRegistered adviserregistration: previous registration
Apr 25, 2016 to Oct 22, 2019factForm ADV
→ DIMENSIONAL FUND ADVISORS LPRegistered adviserregistration: previous registration
Jul 10, 2013 to Feb 5, 2016factForm ADV

Dated events

Occurred
Dec 3, 2024
Advisor changed firm
Kyle Jacob Lunde left Catalina Capital Group, Llc for Smartharvest Portfolios (registered 2025-01-03)
Form ADVobserved 6 days ago