Simcoe Capital, LLC
● SEC registered since 2025CRD 121505SEC# 801-134770Spokane, WA
Reg. AUM
$109.4M
Employees
4
Accounts
16
Location
Spokane, WA
Simcoe Capital, LLC assets under management
Simcoe Capital, LLC is an investment advisory firm registered with the SEC based in Spokane, WA. The firm has been registered since 2025. It reports $109.4 million in regulatory assets under management and employs 4 people.
Simcoe Capital, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alisa Janell Martin Control | Chief Compliance Officer | Under 5% | 2022 |
| Colin Thomas Kelly Control | Member | 25-50% | 2020 |
| John Alan Swallow | Member | 5-10% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Simcoe Capital, LLC manage?
Simcoe Capital, LLC reports $109.4 million in regulatory assets under management on its Form ADV.
How many employees does Simcoe Capital, LLC have?
Simcoe Capital, LLC reports 4 employees.
Where is Simcoe Capital, LLC located?
Simcoe Capital, LLC is based in Spokane, WA and has been SEC-registered since 2025.
Does Simcoe Capital, LLC disclose fund performance?
Simcoe Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9 S Washington St, Suite 520, Spokane, WA 99201 |
| Phone | 509-789-8970 |
| Fax | 509-789-8976 |
| Office hours | 6:00 A.M To 3:00 P.M |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.4M▼ 12%
Oct '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$109.4Mregulatory AUM
Discretionary $109.4M