DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Smartpath Advisors

No RAUM reportedCRD 304563SEC 801-119877websiteIAPD
Legal name Smartpath Advisors, LLC
Latest filing Aug 5, 2026
First filing on the tape Oct 28, 2020 · 32 filings
SEC status approved since Dec 1, 2020
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
10
7 advisory (5.B.1)
Offices
8
beyond the principal office
Private funds
0
reported on Schedule D
History
32 filings and snapshots on the tape
RAUM$0 as of Aug 5, 2026
Apr 17, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)9 as of Aug 5, 2026
Mar 12, 20216 then
Employees (5.A)10 as of Aug 5, 2026
Mar 12, 20216 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 11 to 9offices 9 to 8
Practice profile
derived from the filing of Aug 5, 2026; every figure names its basis
RAUM per advisor
$0derivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.1derivedItem 5.A over advisors
Advisors per office
1.0derived9 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
-18%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed fees, otherreportedItem 5.E
Advisory activities
financial planningreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
251-500reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Alok Vijay DeshpandeAtlanta, GaAug 16, 201916 y1
Mark Reed SindersonCertified Financial PlannerNorcross, Ga Mar 17, 202024 y9
Kyle Andrew MooreCertified Financial PlannerNorth Richland Hills, Tx Aug 9, 202111 y4
Tachelle Tanesha NettlesCertified Financial PlannerAtlanta, Ga Nov 10, 202510 y1
Wendy Claire DudleyCertified Financial Planner, Chartered Financial ConsultantLittleton, Co Apr 1, 202614 y1
Advisor movement
1 left, 3 joined in 12 months
net +2 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 11% of current headcount2 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Vijay Alok Deshpande · Chief Executive Officercontrol
    since 05/2019 · owns less than 5%
  • Davidson Ryan Mcpherson · Chief Compliance Officercontrol
    since 05/2019 · owns less than 5%
  • Vijay Alok Deshpande · Co-Founder And Ceocontrol
    since 01/2010 · owns 25% to 50% of Smartpath, Inc.
Entity owners
  • Smartpath, Inc. · Parent Company
    direct · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Atlanta, Ga930
Kansas City, Mo200
Fort Myers, Fl001
Clifton Heights, Pa000
Madera, Ca001
San Antonio, Tx001
Zeeland, Mi000
Offices
Schedule D 1.F, the 25 largest
  • , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
  • employee count surgeChange between filings · filing Apr 24, 2026
    employees (Item 5.A) moved from 11.0 to 18.0 (+64.0%) between the annual amendments of 2025-04-17 and 2026-04-24; the peer median change was 0.0% (103 comparable advisers, 98.0th percentile of changes)
    peers: other advisers, under $100M (103) · 98% percentile
How anomalies are measured
What changed
consecutive filings, newest first
  • Advisory employees · 8 to 7
    May 20, 2026 to Aug 5, 2026
  • Employees · 18 to 10
    May 20, 2026 to Aug 5, 2026
  • Insurance-licensed employees · 5 to 4
    May 20, 2026 to Aug 5, 2026
  • State-registered IARs · 10 to 9
    May 20, 2026 to Aug 5, 2026
  • Other offices · 9 to 8
    May 20, 2026 to Aug 5, 2026
  • Advisory employees · 7 to 8
    Apr 24, 2026 to May 20, 2026
  • State-registered IARs · 9 to 10
    Apr 24, 2026 to May 20, 2026
  • Other offices · 8 to 9
    Apr 24, 2026 to May 20, 2026
  • Advisory employees · 6 to 7
    Mar 27, 2026 to Apr 24, 2026
  • State-registered IARs · 8 to 9
    Mar 27, 2026 to Apr 24, 2026
  • Other offices · 7 to 8
    Mar 27, 2026 to Apr 24, 2026
  • Employees · 8 to 18
    Mar 1, 2026 to Mar 27, 2026
  • Other offices · 6 to 7
    Mar 1, 2026 to Mar 27, 2026
  • Advisory employees · 7 to 6
    Jan 12, 2026 to Mar 1, 2026
  • Employees · 9 to 8
    Jan 12, 2026 to Mar 1, 2026
  • Insurance-licensed employees · 6 to 5
    Jan 12, 2026 to Mar 1, 2026
  • State-registered IARs · 9 to 8
    Jan 12, 2026 to Mar 1, 2026
  • Other offices · 7 to 6
    Jan 12, 2026 to Mar 1, 2026
  • Advisory employees · 8 to 7
    Nov 12, 2025 to Jan 12, 2026
  • Employees · 10 to 9
    Nov 12, 2025 to Jan 12, 2026
  • Insurance-licensed employees · 7 to 6
    Nov 12, 2025 to Jan 12, 2026
  • State-registered IARs · 10 to 9
    Nov 12, 2025 to Jan 12, 2026
  • Other offices · 8 to 7
    Nov 12, 2025 to Jan 12, 2026
  • Advisory employees · 7 to 8
    Jul 24, 2025 to Nov 12, 2025
  • Employees · 9 to 10
    Jul 24, 2025 to Nov 12, 2025
  • State-registered IARs · 9 to 10
    Jul 24, 2025 to Nov 12, 2025
  • Other offices · 7 to 8
    Jul 24, 2025 to Nov 12, 2025
  • Advisory employees · 8 to 7
    Jun 3, 2025 to Jul 24, 2025
  • Employees · 10 to 9
    Jun 3, 2025 to Jul 24, 2025
  • Financial planning clients · 251-500 to 251-500
    Jun 3, 2025 to Jul 24, 2025
  • State-registered IARs · 10 to 9
    Jun 3, 2025 to Jul 24, 2025
  • Other offices · 8 to 7
    Jun 3, 2025 to Jul 24, 2025
  • Advisory employees · 9 to 8
    Apr 17, 2025 to Jun 3, 2025
  • Employees · 11 to 10
    Apr 17, 2025 to Jun 3, 2025
  • Insurance-licensed employees · 8 to 7
    Apr 17, 2025 to Jun 3, 2025
  • State-registered IARs · 11 to 10
    Apr 17, 2025 to Jun 3, 2025
  • Other offices · 9 to 8
    Apr 17, 2025 to Jun 3, 2025
  • Accounts · unset to 0.0
    Sep 6, 2024 to Apr 17, 2025
  • Employees · 12 to 11
    Sep 6, 2024 to Apr 17, 2025
  • HQ city · ATLANTA to
    Sep 6, 2024 to Apr 17, 2025
Signals
11 dated events
  • David Alan Fowler left Smartpath Advisors for Facet (registered 2026-07-30)
    Jul 21, 2026 · Advisor changed firm · fact
  • Evon Peter Mendrin no longer registered at Smartpath Advisors; no later IA registration on IAPD
    Feb 25, 2026 · Advisor departure · fact
  • Christopher George Reddick no longer registered at Smartpath Advisors; no later IA registration on IAPD
    Dec 22, 2025 · Advisor departure · fact
  • Michael Bryan Reynolds no longer registered at Smartpath Advisors; no later IA registration on IAPD
    May 30, 2025 · Advisor departure · fact
  • Eric John Gritter left Smartpath Advisors for Clearview Capital (registered 2026-01-01)
    Sep 6, 2024 · Advisor changed firm · fact
  • Ryan S Galiotto no longer registered at Smartpath Advisors; no later IA registration on IAPD
    Aug 28, 2024 · Advisor departure · fact
  • Smartpath Advisors reported 12 offices beyond its principal office, up from 0 (2024-07-09 to 2024-07-30)
    Jul 30, 2024 · Office count change · derived
  • 2 advisors left Origin Investment Advisory LLC (Sarasota, FL) for Smartpath Advisors within 8 days
    Jun 19, 2024 · Team lift-out · derived
  • Ryan Joseph Langan no longer registered at Smartpath Advisors; no later IA registration on IAPD
    May 29, 2024 · Advisor departure · fact
  • Andrew Joseph Langdon no longer registered at Smartpath Advisors; no later IA registration on IAPD
    Oct 14, 2022 · Advisor departure · fact
  • Smartpath Advisors filed its initial SEC registration (Form ADV)
    Oct 28, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
Website
smartpathadvisors.coreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
(678) 538-9420reportedpublic record, Form ADV, Aug 5, 2026
Provenance
Form ADV
SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors
IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class
No RAUM reportedderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026