CRD: 332608

Simplevisor

Houston, TX, 77079

(281) 501-1791

www.simpleadvisor.com

$928.4K Total AUM

$928.4K Disc. AUM

-- 3Y CAGR

2 Employees

13 ADV. Clients

1 yrs Firm Age

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Firm Details

Custodian: Fidelity/NFS · Pershing
Clients: Retail
Platforms: Available
Established Date: 10-01-2024
Office Locations: 1

Office Locations

11750 Katy Freeway, STE 840 Houston TX

About Simplevisor

Simplevisor is a Houston-based RIA. The firm has been operating for 1 years. Managing $928.4K in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS and Pershing.

Team overview

-- AVG AGE

$464.2K AVG AUM / ADVISOR

$71.4K AVG AUM / CLIENT

1.3 yrs AVG TENURE

2 Employees

2 Advisory Reps

2 RIA Reps

1yrs Firm Age

Insights

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Services

Available

Technology

Available

Owner & Executives

MICHOLE FIELDS

Chief Compliance Officer

CRD: --
Ownership: Less than 5%

Available

CONNIE NMN MACK

Chief Executive Officer, FOUNDER

CRD: #4144361
Ownership: Less than 5%

Available

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Contacts

LANCE ERIC ROBERTS

Chief Investment Strategist

CRD: #3068207

Available

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

05-13-2026

Category	Assets	AVG. Account size
Discretionary	$928,433	$61,896
Non-Discretionary	$0	--
Total	$928,433	$61,896

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:

Available

Public Funds:

Available

Cash:

Available

Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Public Funds	Available	Available
Cash	Available	Available
Total	Available	Available

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Simplevisor

Firm Details

Office Locations

About Simplevisor

Team overview

Insights

Asset Classes

Client Personas

Custodian

Investment Themes

Services

Technology

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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