SIMONET FINANCIAL GROUP, LLC

SIMONET FINANCIAL GROUP, LLC of KYLE, TX is an SEC-registered investment adviser (CRD 283561). Regulatory assets under management: $22.8M.

Registration

• CRD: 283561
• Type: Registered investment adviser
• Location: 1300 DACY LANE, KYLE, TX, 78640
• Phone: 512-296-8962
• Latest filing: 2026-04-08
• Regulatory AUM: $22.8M
• Discretionary AUM: $20.6M
• Non-discretionary AUM: $2.2M
• Clients: 3
• Accounts: 196

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283561 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search