# Siimpl

> Siimpl is an SEC-registered investment advisory firm in Bloomington, MN, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 311048
- Filed as: SIIMPL
- Legal name: Siimpl, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomington, MN
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311048
- AdvisorCensus page: https://advisorcensus.com/firm/siimpl-bloomington-mn-311048

## Quick answers

**How is Siimpl compensated?**
On its Form ADV (Item 5.E, October 2026), Siimpl reports these compensation arrangements: a percentage of assets under its management.

**Where is Siimpl located?**
Siimpl's principal office is in Bloomington, MN, according to its Form ADV.

**Is Siimpl registered with the SEC or a state?**
Siimpl is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311048.

**How much does Siimpl manage?**
Siimpl reports $0 in regulatory assets under management in its Form ADV filing dated March 30, 2026.

**How have Siimpl's assets and staff changed since 2021?**
In the Form ADV data for Siimpl: Regulatory assets under management: $0 in the October 2021 data and $0 in the October 2026 data. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Siimpl report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311048

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Other investment advisers | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- siimpl.com
- Facebook @SiimplInvesting
- X @SIIMPLinvesting

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 1 | May 26, 2021 |
| October 2022 | $0 | 1 | March 30, 2022 |
| October 2023 | $0 | 1 | March 29, 2023 |
| October 2024 | $0 | 1 | March 26, 2024 |
| October 2025 | $0 | 1 | March 24, 2025 |
| October 2026 | $0 | 1 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $0 in the October 2026 data.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Siimpl (CRD 311048): Form ADV filing data as of October 2026.
