Providence, Rhode Island

SMA Trading LLC

Disciplined, research-driven multi-asset trading and investing.

SMA Trading LLC manages capital across public and private markets with a process-first approach: risk managed before return, positions sized deliberately, and decisions driven by a repeatable framework rather than sentiment. The firm operates as an affiliate of I & J Legacy Investments LLC, supporting a broader long-term ownership strategy with active portfolio management.

What we do

• Multi-asset tradingActive management across equities, fixed income, and other liquid markets.
• Risk-first processPosition sizing and drawdown control come before return targets.
• Research-drivenDecisions grounded in a documented, repeatable framework.
• Long-term alignmentComplements the multi-decade holdings of I & J Legacy Investments.

SMA Trading LLC is led by John Stenavage as President. Professional registrations are verifiable on FINRA BrokerCheck and the SEC’s IAPD (CRD# 7329497).