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Kevin Clark Smith

Crescat Portfolio Management LLC

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About Kevin Clark Smith

Kevin Clark Smith is a registered investment advisor in Colorado and Texas. Kevin has been in the financial services industry since 1992 and has been with Crescat Portfolio Management LLC since 2006. Kevin is a licensed investment adviser representative with Crescat Portfolio Management LLC. Kevin has experience with high-net-worth individuals, other investment advisors, and pooled investment vehicles. Kevin is an experienced investment professional with over 30 years of experience.

Firm Information

Kevin Smith is currently registered with Crescat Portfolio Management LLC. Crescat Portfolio Management LLC is an investment advisor based in Denver, Colorado. The firm provides portfolio management services for individuals and pooled investment vehicles. The firm's regulatory assets under management total $273,769,442. As of their latest reporting, Crescat manages 156 accounts, including 27 for high-net-worth individuals, 2 for other investment advisors, and 14 for pooled investment vehicles.
Crescat Portfolio Management LLC

44 COOK STREET

DENVER, CO 80206

$273.77M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kevin Smith’s Registration & Firm History

CO

05/01/2021 - Present

Crescat Portfolio Management LLC (DENVER CO)

CO

05/29/2002 - 10/03/2002

CAPWEST SECURITIES, INC. (GREELEY CO)

CO

07/21/1998 - 08/20/2002

BLAKE STREET SECURITIES LLC (GOLDEN CO)

NY

04/28/1997 - 09/23/1998

LAIDLAW GLOBAL SECURITIES, INC. (NEW YORK NY)

NJ

01/28/1995 - 05/06/1997

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

10/07/1992 - 01/28/1995

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/16/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/1998

Series 24 - General Securities Principal Examination

BC

Issued 02/15/2023

Series 3 - National Commodity Futures Examination

BC

Issued 10/05/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Clark Smith.
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