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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-12-1999
- Office Locations
- 1
Office Locations
About Simpson Capital Management
Simpson Capital Management is an independent, fee-only RIA (est. 1999) providing customized, goal-based portfolio management for investors nationwide. The firm builds and manages traditional stock and bond portfolios aligned to stated risk/return guidelines, placing trades in client-held custodial accounts (e.g., Schwab) and monitoring assumptions and life events over time. Principal David Simpson, CFA, publishes market outlooks and investor education adapted from his UCLA teaching.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID LOUIS SIMPSON
Investment Advisor, President
- CRD
- #4570053
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,245,416 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,245,416 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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