Simpleadvisory LLC

Overview

Simpleadvisory LLC is a privately held limited liability company that provides advisory and manager services to institutional clients. The firm is SEC-registered (2025) and is owned by an individual. Its advisory footprint includes financial planning, discretionary portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Simpleadvisory also acts as a sponsor, general partner, and managing member for pooled vehicles and is registered to conduct CPO/CTA activities. Fees are assessed as a percentage of assets under management or through fixed fees. The firm does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices