SIMPLY HUMAN ADVISORS

SIMPLY HUMAN ADVISORS is an SEC-registered investment adviser (CRD 319482). Regulatory assets under management: $23.3M.

Registration

• CRD: 319482
• Type: Registered investment adviser
• Phone: 325-238-8644
• Latest filing: 2026-03-31
• Regulatory AUM: $23.3M
• Discretionary AUM: $23.3M
• Clients: 1
• Accounts: 42

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 319482 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search