Simpleadvisory Llc
SEC-registered
Private Fund Manager · Boutique (under $100M)
CRD 334785
· SEC file 801-132138
· Garden City, NY
· www.simpleciti.com
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ADV data as of Sep 24, 2026
- Regulatory AUM
- $42.1M
- Discretionary
- $42.1M
- Clients
- 4
- Avg AUM / client
- $10.5M
- Accounts
- 4
- Employees
- 3
AUM over time
$42.1M
$46.2M
Jul 2, 2025
Sep 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $42.1M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.69 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 24, 2026.
View current Form ADV (SEC/IAPD) ↗