SR99Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SR99 Advisors is a solo registered investment adviser that provides portfolio management and investment advisory services, typically charging fees on a percentage‑of‑assets basis. The firm reports approximately $38,630 in assets under management across four clients.
The firm's principal also operates a California real estate brokerage and holds a state real estate broker license, a disclosed outside business activity that may inform client recommendations involving real estate. The brochure also notes the adviser may serve on external boards or advisory committees in a fiduciary capacity, indicating the firm can undertake advisory roles beyond routine portfolio management.
These combined features—a long‑standing brokerage ownership alongside fiduciary committee service—are uncommon among independent solo advisers and may shape how the firm integrates real estate expertise into client planning. The firm further discloses the ability to reduce or waive fees for community service or pro‑bono clients, is self‑supervised, and maintains a very small client roster and modest assets under management.
Client services
Expertise
Occupation focus
Main office
Simi Valley CA
Advisors at this office
1
Most active in
California
Also doing business as
Matt C. Fee · Matthew Clarke Fee · Sr99 Advisors
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:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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