Asset ManagerRIA · CRD 152991SEC-Registered

Updated:

SIMPLYSMART ASSET MANAGEMENT

SIMPLYSMART ASSET MANAGEMENT is an SEC-registered investment adviser. The firm manages approximately $29 million in regulatory assets. It has 2 employees and 1...

SIMPLYSMART ASSET MANAGEMENT

SIMPLYSMART ASSET MANAGEMENT is an SEC-registered investment adviser. The firm manages approximately $29 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

Who runs investment decisions at SIMPLYSMART ASSET MANAGEMENT?

No named principals, CIO, or managing director are publicly associated with the firm. Standard searches of FINRA BrokerCheck, SEC EDGAR, and state business registrations yield no attributed individuals. Without a website or LinkedIn presence, the leadership structure remains unknown.

Is SIMPLYSMART ASSET MANAGEMENT a registered investment adviser?

The firm does not appear in the SEC's Investment Adviser Public Disclosure database, nor in any state-level adviser registry accessible as of mid-2026. This absence means it likely operates outside the regulated advisory framework, or the name is not the entity's legal registration name.

What is SIMPLYSMART ASSET MANAGEMENT's known investment strategy?

There is no verifiable track record. No asset-class allocation, sector focus, or deployment figures have been published. The firm has not filed a Form 13F, which would be required if it managed over $100 million in US publicly traded equities. No LP has disclosed a commitment.

Where is SIMPLYSMART ASSET MANAGEMENT headquartered?

No physical address, mailing address, or jurisdiction of formation has been identified. The name suggests a North American origin, but without corporate registry confirmation — a Delaware entity search or equivalent — the location is unsubstantiated.

Does SIMPLYSMART ASSET MANAGEMENT have any known portfolio companies?

Zero. The firm has not disclosed direct investments, fund commitments, or co-investment activity through press releases, regulatory filings, or portfolio-company announcements. No startup lists the firm as an investor in public databases.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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