SIMPLIFY INVESTMENTS

SIMPLIFY INVESTMENTS is an SEC-registered investment adviser (CRD 285556). Regulatory assets under management: $7.5M.

Registration

• CRD: 285556
• Type: Registered investment adviser
• Phone: 703-340-9520
• Latest filing: 2026-01-26
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285556 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search