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RIA / WealthAdvisor33 years in industry

KEVIN CLARK SMITH

Advisor at CRESCAT PORTFOLIO MANAGEMENT LLC

DENVER, CO

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Search this name across graphsid dfx:ria:f404867f-df0e-a68d-b831-3a5ae04a6449

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1999 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: CRESCAT PORTFOLIO MANAGEMENT LLC
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 12, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 12, 1992
First registration: Jan 1, 1999
Dual registered: no
IAPD individual key: 2270325

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
CRESCAT PORTFOLIO MANAGEMENT LLC	Asset manager	May 1, 2021	n/a	yes	DENVER, CO	Current employment
SMITH PORTFOLIO MANAGEMENT LLC	n/a	Nov 11, 2002	Apr 16, 2008	no	GOLDEN, CO	Previous registration
BLAKE STREET BCM MANAGEMENT LLC	n/a	Mar 21, 2000	Dec 31, 2002	no	DENVER, CO	Previous registration
BLAKE STREET ADVISORS LLC	n/a	Jan 1, 1999	Dec 31, 2002	no	DENVER, CO	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
SMITH PORTFOLIO MANAGEMENT LLC	CRESCAT PORTFOLIO MANAGEMENT LLC	Apr 16, 2008	May 1, 2021	4,763	Firm change after gap	Other
BLAKE STREET ADVISORS LLC	BLAKE STREET BCM MANAGEMENT LLC	Dec 31, 2002	Mar 21, 2000	-1,015	Firm change after gap	Other
BLAKE STREET BCM MANAGEMENT LLC	SMITH PORTFOLIO MANAGEMENT LLC	Dec 31, 2002	Nov 11, 2002	-50	Firm change after gap	Other

Relationships

Registered with (4)

→ CRESCAT PORTFOLIO MANAGEMENT LLCRegistered adviserregistration: current employment
May 1, 2021 to presentfactForm ADV
→ SMITH PORTFOLIO MANAGEMENT LLCRegistered adviserregistration: previous registration
Nov 11, 2002 to Apr 16, 2008factForm ADV
→ BLAKE STREET ADVISORS LLCRegistered adviserregistration: previous registration
Jan 1, 1999 to Dec 31, 2002factForm ADV
→ BLAKE STREET BCM MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 21, 2000 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.