SourcingSourcing

SIMPLEADVISORY LLC

C49
CRD 334785·SEC 801-132138·GARDEN CITY, NY
AUM
$42.1M
$25M-$100M
Est. Revenue
$421K
@ 1% on AUM
Est. EBITDA
$126K
@ 30% margin
Est. Deal Value
$1.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SIMPLEADVISORY LLC
CRD
334785
SEC file #
801-132138
EIN
—
DBA names
—

Economics

AUM
$42.1M
AUM band
$25M-$100M
AUM trajectory
'25'26
$46.2M → $42.1M▼ -9%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
GARDEN CITY NY
Branches
—

Custodian & Brokerage

Primary custodian
JPMorganlow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
simpleciti.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Mehdizadeh, Rody, Sharod
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Mehdizadeh, Rody, Sharod
Mehdizadeh, Shervin, N
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SIMPLECITI.COM
Rdap Domain Creation Date
2020-03-03T07:21:15Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Jpmorgan8
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-03-03T07:21:15Z
Rdap Domain Last Changed
2024-03-04T16:03:12Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
8038090
Trust Company Affiliate
No

People (2)

2
Mehdizadeh, Rody, Sharod
Direct Owner · 62.5%
8038090
Mehdizadeh, Shervin, N
Direct Owner · 62.5%
8037978