Edward Kyle Smith
Financial advisor at Vertex Planning Partners, LLC · Downers Grove, IL
Last updated 2026-10-10
Claim your profileEdward Kyle Smith is a financial advisor at Vertex Planning Partners, LLC in Downers Grove, IL, CRD 7400653. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2022-05-15.
Registration
- CRD number
- 7400653
- Registration status
- Active
- IAPD registration
- 2022-05-15
- Industry Experience
- 4 years
- Work Experience
- 11 years
- States registered
- IL
Licenses and exams
- Series 65
- Series 63
Work history
- 2021-06 to 2022-04 · Vertex Planning Partners · Downers Grove, IL
- 2019-09 to 2021-06 · Life Time Fitness · Warrenville, IL
- 2017-09 to 2019-05 · University of Wisconsin-Milwaukee · Milwaukee, WI
- 2018-09 to 2019-05 · University of Wisconsin-Milwaukee · Milwaukee, WI
- 2017-09 to 2019-05 · University of Wisconsin-Milwaukee Recreation Center · Milwaukee, WI
- 2015-08 to 2017-08 · Orthopedic & Sports Enhancement Center · Bloomington, IL
- 2017-05 to 2017-08 · Medici · Normal, IL
- 2016-01 to 2017-05 · Illinois State University - Department of Kinesiology & Recreati · Normal, IL
- 2015-08 to 2017-05 · Illinois State University · Normal, IL
- 2021-06 to Present · Lpl Financial · Downers Grove, IL
- 2019-05 to 2019-09 · Unemployed · Naperville, IL
- 2020-05 to 2021-01 · Tpod · Joliet, IL
- 2022-05 to Present · Vertex Planning Partners · Downers Grove, IL
Current employment
- Vertex Partners · Downers Grove, IL
Vertex Planning Partners, LLC
- Regulatory AUM
- $1,011,939,498
- Registered advisors
- 14
- Offices
- 1
- Clients per advisor
- 60.2 (Moderate)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 33.7% (Moderate)
Vertex Planning Partners, LLC: advisors, services and reported ETF investments
About
Edward Kyle Smith is a financial advisor at Vertex Partners, operating as Vertex Planning Partners, LLC in Downers Grove, IL. Reported securities licenses include Series 65 and Series 63. The latest record indicates 4 years of industry experience and 11 years of reported work history. Reported roles include Vertex Planning Partners, Lpl Financial, Life Time Fitness, Tpod, among others.
SEC disclosures list additional business and community activities: 1: administrative support and account servicing; men's soccer coaching.
Vertex Planning Partners, LLC's firm-level Form ADV reports 14 advisors across 1 offices; approximately 60.2 clients per advisor, average assets per client of $1,200,403, and regulatory AUM of $1B; 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, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $578.6M across 116 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Edward Kyle Smith personally.
Reported ETF positions
Vertex Planning Partners reports 116 ETF positions worth $578.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $108.5M |
| JQUA — JPMorgan U.S. Quality Factor ETF | $49.7M |
| USFR — WisdomTree Floating Rate Treasury Fund | $39M |
| TFLO — iShares Treasury Floating Rate Bond ETF | $38.7M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $32.5M |
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
Vertex Planning Partners'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 | CGDV — Capital Group Dividend Value ETF | $309.3K | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $32.5M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | PRFZ — Invesco RAFI US 1500 Small-Mid ETF | $733.3K | Top 99.4% | Residual alpha +2.34% · Residual Sharpe 0.11 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $2.8M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
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 Vertex Planning Partners, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Accountant or Accounting Firm
Location
3000 Woodcreek Drive, Downers Grove, IL 60515
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 630-836-3300
- Website: vertexplanningpartners.com
Official record
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