SIMARIS FINANCIAL

SIMARIS FINANCIAL is an SEC-registered investment adviser (CRD 300386). Regulatory assets under management: $14.4M.

Registration

• CRD: 300386
• Type: Registered investment adviser
• Phone: 512-298-2085
• Latest filing: 2026-03-05
• Regulatory AUM: $14.4M
• Discretionary AUM: $14.4M
• Clients: 1
• Accounts: 76

Business model

Compensation: % of AUM, Fixed.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300386 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search