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SIMPLIFY INVESTMENTS

Advisory

VA

Data as of Jan 26, 2026 · Source: SEC Form ADV

Average account
$1M
across 5 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 26, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
5
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$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InVA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

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

E*TRADE ADVISORY SERVICES, INC.
ARLINGTON, VA
$8M
CARNAHAN CAPITAL MANAGEMENT, LLC
$8M
CTG WEALTH MANAGEMENT LLC
$8M
HAVEN FINANCIAL PARTNERS LLC
VIRGINIA BEACH, VA
$8M
MCKINNON ASSET MANAGEMENT, INC.
NORFOLK, VA
$7M
-76.3% 1Y
LEWIS-BERKELEY ASSET MANAGEMENT
$7M

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