# Simpleadvisory LLC

> Simpleadvisory LLC is an SEC-registered investment advisory firm in Garden City, NY, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 334785
- Filed as: SIMPLEADVISORY LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Garden City, NY
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334785
- AdvisorCensus page: https://advisorcensus.com/firm/simpleadvisory-llc-garden-city-ny-334785

## Quick answers

**How is Simpleadvisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Simpleadvisory LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Simpleadvisory LLC located?**
Simpleadvisory LLC's principal office is in Garden City, NY, according to its Form ADV.

**Is Simpleadvisory LLC registered with the SEC or a state?**
Simpleadvisory LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334785.

**How much does Simpleadvisory LLC manage?**
Simpleadvisory LLC reports $42,124,271 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Simpleadvisory LLC's assets and staff changed since 2025?**
In the Form ADV data for Simpleadvisory LLC: Regulatory assets under management: $46,150,548 in the October 2025 data and $42,124,271 in the October 2026 data, down 9%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Simpleadvisory LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Simpleadvisory LLC 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/334785

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $42,124,271
- Discretionary: $42,124,271
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $42,124,271 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [simpleciti.com](https://simpleciti.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $46,150,548 | 3 | July 2, 2025 |
| October 2026 | $42,124,271 | 3 | September 24, 2026 |

Regulatory assets under management: $46,150,548 in the October 2025 data and $42,124,271 in the October 2026 data, down 9%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simpleadvisory LLC (CRD 334785): Form ADV filing data as of October 2026.