Anna Rachel Smith
Investment adviser representative at Iconiq Capital, LLC
10 yearsExperience
1 stateRegistered in
$117.5BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Iconiq Capital, LLCJan 2026 to now
- IconiqJul 2025 to now
- UnemployedJun 2025 to Jul 2025
- ErehwonApr 2025 to Jun 2025
- Sherwood Financial PartnersJan 2025 to Mar 2025
- Urban OutfittersAug 2024 to Apr 2025
- The Pepperdine BeaconJul 2024 to May 2025
- Pepperdine UniversityAug 2022 to May 2025
- Pepperdine University Center for the ArtsAug 2022 to May 2025
- StarbucksFeb 2022 to Aug 2022
- TargetAug 2020 to Feb 2022
- KrogerJan 2020 to Aug 2020
- UnemployedJan 2015 to Jan 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Iconiq Capital, LLC
$117.5BAssets managed
846Clients
87Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8172714
- Firm CRD
- 159198