# Simansky Investments, LLC

> Simansky Investments, LLC is a state-registered investment advisory firm, registered since 2009, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 124755
- Filed as: SIMANSKY INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124755
- AdvisorCensus page: https://advisorcensus.com/firm/simansky-investments-llc-124755

## Quick answers

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

**Is Simansky Investments, LLC registered with the SEC or a state?**
Simansky Investments, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 124755.

**How much does Simansky Investments, LLC manage?**
Simansky Investments, LLC reports $7,148,798 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (0% discretionary).

**What types of clients does Simansky Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Simansky Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124755

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,148,798
- Discretionary: $0
- Non-discretionary: $7,148,798

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $7,148,798 |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simansky Investments, LLC (CRD 124755): Form ADV filing data as of October 2026.