David Michael Smith
Financial advisor at Robinson Smith Wealth Advisors LLC · Portsmouth, NH
Last updated 2026-10-10
Claim your profileDavid Michael Smith is a financial advisor at Robinson Smith Wealth Advisors LLC in Portsmouth, NH, CRD 2206751. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-10-05.
Registration
- CRD number
- 2206751
- Registration status
- Active
- IAPD registration
- 2004-10-05
- Industry Experience
- 22 years
- Work Experience
- 13 years
- States registered
- ME, NH
Licenses and exams
- Series 63
- Series 65
Designations
- CFP®
Work history
- 2013-02 to Present · Robinson Smith Wealth Advisors, LLC · Portland, ME
Current employment
- Robinson Smith Wealth Advisors, LLC · South Portland, ME
Robinson Smith Wealth Advisors LLC
- Regulatory AUM
- $444,890,879
- Registered advisors
- 5
- Offices
- 3
- Clients per advisor
- 46.4 (Low)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 60.8% (High)
Robinson Smith Wealth Advisors LLC: advisors, services and reported ETF investments
About
David Michael Smith is a CFP® financial advisor at Robinson Smith Wealth Advisors, LLC in Portsmouth, NH. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 13 years of reported work history.
Robinson Smith Wealth Advisors LLC's firm-level Form ADV reports 5 advisors across 3 offices; approximately 46.4 clients per advisor, average assets per client of $1,917,633, and regulatory AUM of $444.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $134.8M across 59 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Michael Smith personally.
Reported ETF positions
Robinson Smith Wealth Advisors reports 59 ETF positions worth $134.8M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SCHB — Schwab U.S. Broad Market ETF | $31.1M |
| PVAL — Putnam Focused Large Cap Value ETF | $10.1M |
| DFIC — Dimensional International Core Equity 2 ETF | $9.4M |
| CGMU — Capital Group Municipal Income ETF | $9M |
| DUHP — Dimensional US High Profitability ETF | $6.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Robinson Smith Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | PVAL — Putnam Focused Large Cap Value ETF | $10.1M | Top 99.7% | Peer conviction 84.8% · Active return +5.55% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $4.3M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $9M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | NBSD — Neuberger Short Duration Income ETF | $5.2M | Top 89.4% | Replicability (R²) 78.3% · Residual Sharpe 0.02 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Robinson Smith Wealth Advisors LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
One Harbor Place, Portsmouth, NH 03801
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 207-874-9840
- Website: robinsonsmithwealth.com
Official record
Are you David Michael Smith?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.