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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-07-2022
- Office Locations
- 1
Office Locations
About Simply Human Advisors
Simply Human Advisors is an Abilene, TX RIA serving individuals and couples through major life transitions—retirement, business sale, divorce, and widowhood—using a listening-first planning process built around plain-language visuals and regular review meetings. The firm provides financial planning plus tax and estate planning support, and manages discretionary portfolios that lean heavily on ETFs, custodied at Schwab.
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DILLON ANDREW COBB
Chief Compliance Officer, President
- CRD
- #5731798
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,310,210 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,310,210 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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