DFX Intelligence

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RIA / WealthAdvisorPersonal Financial Specialist28 years in industry

DOUGLAS JOHN SMORAG

Advisor at CM WEALTH ADVISORS LLC

BEACHWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4b431f3-d04b-7a2d-2f23-d8355f82a265

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Oct 7, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Douglas John Smorag

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: CM WEALTH ADVISORS LLC
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: Jan 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Personal Financial Specialist
Exams: S65
First exam: Oct 28, 2002
First registration: Oct 7, 2002
Dual registered: no
IAPD individual key: 4586700

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
CM WEALTH ADVISORS LLC	Independent wealth	Jul 12, 2022	n/a	yes	BEACHWOOD, OH	Current employment
FOURTH STREET PERFORMANCE PARTNERS, INC.	Former SEC adviser	Oct 7, 2002	Nov 3, 2003	no	CINCINNATI, OH	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
FOURTH STREET PERFORMANCE PARTNERS, INC.	CM WEALTH ADVISORS LLC	Nov 3, 2003	Jul 12, 2022	6,826	Firm change after gap	Other

Relationships

Registered with (2)

→ CM WEALTH ADVISORS LLCRegistered adviserregistration: current employment
Jul 12, 2022 to presentfactForm ADV
→ FOURTH STREET PERFORMANCE PARTNERS, INC.Registered adviserregistration: previous registration
Oct 7, 2002 to Nov 3, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4b431f3-d04b-7a2d-2f23-d8355f82a265
First observed: Oct 7, 2002
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DOUGLAS JOHN SMORAG

Advisor at CM WEALTH ADVISORS LLC

BEACHWOOD, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4b431f3-d04b-7a2d-2f23-d8355f82a265

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:00 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CM WEALTH ADVISORS LLC

Independent wealth

Jul 12, 2022

n/a

yes

BEACHWOOD, OH

Current employment

FOURTH STREET PERFORMANCE PARTNERS, INC.

Former SEC adviser

Oct 7, 2002

Nov 3, 2003

CINCINNATI, OH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FOURTH STREET PERFORMANCE PARTNERS, INC.

CM WEALTH ADVISORS LLC

Nov 3, 2003

Jul 12, 2022

6,826

Firm change after gap

Other