Simba Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Simba Investment Advisors provides portfolio management to institutional investors, high‑net‑worth individuals, small businesses, foundations, and pension plans, and also offers basic financial planning conversations to establish goals and constraints. In addition to investment management, the firm discloses it can provide pension consulting and may advise on or sell insurance and real estate products as part of a client’s broader financial picture.
The firm employs a buy‑and‑hold strategy informed by both fundamental and technical analysis, and constructs customized portfolios across a range of asset classes (including real estate securities) with written investment policy statements for each client. Services are delivered on a non‑discretionary basis, clients direct brokerage, and the firm reviews accounts at least annually and provides periodic reporting and tax‑related summaries.
Noteworthy for an investment manager, the adviser is licensed to sell insurance and real estate and explicitly discloses that those commissionable activities may create conflicts of interest, and it also offers pension consulting services — features that are uncommon among peers. The firm is newly registered with no assets under management to date, does not take custody of client assets, and the adviser performs account reviews and client communications personally.
Client services
Expertise
Occupation focus
Fee options
2% annually, charged quarterly at 0.50% per quarter
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Mathias, Julius · Simba Investment Advisors · Simba Investments
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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