SMARTADVISOR LLC
DBA: BUNKER
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $29.2M |
| Discretionary | $29.2M100% of AUM |
| Client Accounts | 138 |
| Avg Account Size | $212K |
| Employees | 8 |
| Peak AUM | $29.2MMar 2026 |
AUM by Client Type
Total AUM
$29M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $29M | +44.8% | +139.2% | — | |
| Discretionary AUM | $29M | ||||
Key Metrics
| Total AUM | $29.2M |
| Discretionary | $29.2M |
| Employees | 8 |
| Client Accounts | 138 |
Contact & Location
Address
201 SPEAR STREET
SAN FRANCISCO CA 94105
Phone
+ 1 510 738 3310
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$29M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported