A complete list of active advisors currently associated with SimpliPhi Capital

Warmer can help you find a great advisor at SimpliPhi Capital or one who fits your needs even better.

SimpliPhi Capital provides fee-based investment management and one-time financial planning services to individuals, trusts, estates, and charitable organizations. The firm’s brochure discloses percentage-of-assets billing for discretionary portfolio management and fixed fees for financial planning deliverables to be completed within six months. The advisor describes a tactical allocation approach intended to reduce risk and pursue performance, using both fundamental and technical analysis and a wide range of instruments (exchange-listed and OTC securities, corporate and municipal debt, CDs, commercial paper, options, foreign securities and ADRs). Financial planning services may include portfolio customization, tax optimization, cash-flow and estate planning, with implementation left to the client unless a separate implementation agreement is executed. Noteworthy details in the ADV include that SimpliPhi Capital was formed in February 2026 and reported no clients or assets under management at the time of the brochure, a profile that is less common among independent advisors. The brochure also discloses that the principal holds CFP and CFA credentials and spends approximately 40% of his time consulting for a European firm advising expatriates—an outside-business activity explicitly disclosed alongside other operational practices such as not voting client proxies and not charging performance-based fees.

To learn more about the advisors currently working at SimpliPhi Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jerome Perkins	Englewood, CO	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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