Simplify Asset Management INC.
Las Vegas, NV·SEC-registered · CRD #309535
Simplify Asset Management INC. is an SEC-registered investment advisory firm in Las Vegas, NV managing $9.6B across 36 client accounts, with 17 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$9.6B
Client accounts
36
Advisory staff
17
Fee model
Fee-only
How Simplify Asset Management INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Simplify Asset Management INC.
How much does Simplify Asset Management INC. manage?
Per its most recent SEC Form ADV filing (10/03/2025), Simplify Asset Management INC. reports $9.6B in regulatory assets under management across roughly 36 client accounts.
How does Simplify Asset Management INC. charge?
Simplify Asset Management INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Simplify Asset Management INC. a fiduciary?
Yes. Simplify Asset Management INC. is registered with the U.S. Securities and Exchange Commission (CRD #309535), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Simplify Asset Management INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Simplify Asset Management INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Simplify Asset Management INC.'s public SEC Form ADV filing (CRD #309535, filed 10/03/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Simplify Asset Management INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Simplify Asset Management INC.? Claim this profile.