# Simplicifi, LLC

> Simplicifi, LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 316871
- Filed as: SIMPLICIFI, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316871
- AdvisorCensus page: https://advisorcensus.com/firm/simplicifi-llc-316871

## Quick answers

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

**Is Simplicifi, LLC registered with the SEC or a state?**
Simplicifi, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316871.

**How much does Simplicifi, LLC manage?**
Simplicifi, LLC reports $3,809,611 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (62% discretionary).

**What types of clients does Simplicifi, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21).

**Does Simplicifi, 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/316871

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $3,809,611
- Discretionary: $2,356,559
- Non-discretionary: $1,453,052

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $3,809,611 |

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

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX
- 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. Simplicifi, LLC (CRD 316871): Form ADV filing data as of October 2026.