Douglas J. Smorag is listed in SEC/Form D materials as an executive officer of CMWA Defensive. Organization, location and related investors we track.
Douglas J. Smorag is listed in SEC/Form D materials as an executive officer of CMWA Defensive Strategies Partnership, LLC, a Beachwood, Ohio vehicle tied to CM Wealth Advisors, and CM Wealth describes him as its chief operating officer with responsibility across public and private investments, tax planning, family financial education, cash flow management, succession planning, and philanthropic planning. Public records do not clearly state a specific stage focus, sector preference, or geographic mandate for this partnership beyond its defensive-strategies name and Beachwood base. The filings disclose a $1,000 minimum investment and an indefinite offering amount, but they do not reveal a typical check size or whether he usually leads or follows deals. Publicly indexed portfolio lists associated with his CMWA entities indicate many holdings, but the accessible records here do not reliably name 2–4 specific portfolio companies for this exact partnership. No distinct public investment memo, essay, or recurring writing by Smorag is evident in the available sources. CM Wealth’s site frames his background as broad family-office and investment-advisory experience rather than a narrowly spe
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