RIA Intel›Advisers›Maryland›SIMPLEXITY INVESTMENT MANAGEMENT, LLC

SIMPLEXITY INVESTMENT MANAGEMENT, LLC

Advisory

MD

Data as of Jan 12, 2026 · Source: SEC Form ADV

Average account
$633K
across 5 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 12, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
2
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

ISLANDS EAST ADVISORS LLC
CHESTER, MD
$3M
HOMEWOOD CAPITAL MANAGEMENT EAST LLC
$3M
SHORE FINANCIAL ADVISORS, LLC
EASTON, MD
$3M
CROMWELL INVESTMENT ADVISORY, LLC
COLLEGE PARK, MD
$3M
ARETE ASSET MANAGEMENT, LLC
$4M
ST. MICHAELS ASSET MANAGEMENT, LLC
ST. MICHAELS, MD
$4M

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