Simplevisor
Simplevisor is an SEC-registered ria in Houston, TX with $928,433 assets under management (AUM, regulatory AUM), -999% over one year. See who owns Simplevisor: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332608, SEC 801-131203, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $928,433 (2026-05-13)
- Firm type
- Ria
- Location
- Houston, TX
- Employees
- 2
- Clients
- 13
- CRD
- 332608
- Ownership
- ROBERTS, LANCE, ERIC; MACK, CONNIE, NMN; RIA ADVISORS; 720 GLOBAL, LLC; FIELDS, MICHOLE
How much AUM does Simplevisor have?
Simplevisor reported $928,433 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Simplevisor?
Disclosed owners and executives of Simplevisor include ROBERTS, LANCE, ERIC, MACK, CONNIE, NMN, RIA ADVISORS, 720 GLOBAL, LLC, FIELDS, MICHOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.