Adviser Profile
| As of Date | 11/23/2025 |
| Registration status | Registration Changed to SIMCOE CAPITAL, LLC |
| ADV Location | SPOKANE, WA, United States |
| Contact Info | 509 xxxxxxx |
| Websites |
| AUM* | 123,918,711 40% |
| of that, discretionary | 123,918,711 40% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 7,744,919 -13% |
| % High Net Worth | 78.95% 18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- State or municipal government entities
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds