Simplifi, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 24, 2026, reports $276M in regulatory assets under management, 5 employees, 1 office, and 576 accounts.
Assets Under Management
$276M
Employees
5
Offices
1 office
Total Clients
301
Primary office
SAN DIEGO, CA
9666 BUSINESSPARK AVE, SUITE 111, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.4% of total clients.
Top client categories% of clientsClients
1
Individuals
74.4%
224
2
HNWI
25.6%
77
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$276Mas of March 24, 2026
Discretionary100.0%
$276M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$276M
Total Accounts576
10Y AUM Change+$125M (+82.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee60:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.