# Simplevisor

> Simplevisor is an SEC-registered investment advisory firm in Houston, TX, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 332608
- Filed as: SIMPLEVISOR
- Legal name: RIA Global Research, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332608
- AdvisorCensus page: https://advisorcensus.com/firm/simplevisor-houston-tx-332608

## Quick answers

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

**Where is Simplevisor located?**
Simplevisor's principal office is in Houston, TX, according to its Form ADV.

**Is Simplevisor registered with the SEC or a state?**
Simplevisor is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332608.

**How much does Simplevisor manage?**
Simplevisor reports $928,433 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**How have Simplevisor's assets and staff changed since 2025?**
In the Form ADV data for Simplevisor: Regulatory assets under management: $0 in the October 2025 data and $928,433 in the October 2026 data. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Simplevisor serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Which custodians does Simplevisor use?**
Simplevisor's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Simplevisor 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/332608

**Does Simplevisor state an account minimum?**
Its Form ADV Part 2A brochure dated May 13, 2026 says: "SimpleVisor imposes a minimum size of $10,000 for establishing a relationship."

**What changed in Simplevisor's recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026)

- Account minimum: $10,000

> SimpleVisor imposes a minimum size of $10,000 for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $928,433
- Discretionary: $928,433
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $928,433 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- simpleadvisor.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $0 | 2 | May 5, 2025 |
| October 2026 | $928,433 | 2 | May 13, 2026 |

Regulatory assets under management: $0 in the October 2025 data and $928,433 in the October 2026 data.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $0 to $928,433.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simplevisor (CRD 332608): Form ADV filing data as of October 2026.