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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-06-2024
- Office Locations
- 2
Office Locations
About Simpli-FI Alpha LLC
Simpli-FI Alpha LLC is a Denton, Texas-based registered investment adviser (registered in TX, WA, and ID) providing investment stewardship and portfolio management for clients focused on long-term, multi-generational wealth. The firm applies internally developed, personally tested stock-market strategies and uses vehicles such as ETFs and mutual funds, with an asset-allocation approach that can include fixed income and real estate exposure. Custody is through Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
Colby Neal Ivey
Chief Investment Officer, Managing Partner
- CRD
- #7931113
- Ownership
- 50% but less than 75%
Benjamin Hunter Lott
Chief Compliance Officer, Managing Member, President
- CRD
- #7367983
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,401,417 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,401,417 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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