RIA Intel›Advisers›Colorado›SIMPLICIFI, LLC

SIMPLICIFI, LLC

Advisory

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account

$76K

across 50 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$2M

Non-Discretionary AUM$1M

Discretionary %61.9%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

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

CURTIS COLE ROSE

$4M

CLARK, CHARLES LEE JR.

GRAND JUNCTION, CO

$4M

THREE CIRCLES CAPITAL MANAGEMENT, LLC

$4M

SOUDER, ROBERT GREGORY

$4M

SPARKS CAPITAL MANAGEMENT LLC

$4M

RESNN INVESTMENTS, LLC

$4M

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