Disclosures

SimpleCITI, SimpleADVISORY LLC, SimpleWEALTH, SimpleBANC & Co., SimpleINSURE, SimpleCREDIT, Fort Morgan, LawBOX, SimpleCASH, SimpleMANAGE, SimpleBRICKS, SimpleBROKER, and SimpleSPACES are separate legal entities. Common affiliation does not create joint liability, and no entity guarantees the obligations or performance of any other. References to a coordinated platform describe business cooperation, not a single combined company.

SimpleADVISORY, LLC is an SEC-registered investment adviser and serves as adviser to affiliated Reg D private funds. Conflicts of interest are disclosed in Form ADV Part 2A.

Certain entities, products, and funds described are forward-looking, in development, or subject to regulatory approval, and may not currently be operational. Fund launches targeting 2H 2026 are not active offerings.

Past operating results are not indicative of future investment performance. Family operating-company history does not predict fund returns. Cumulative operating revenue figures refer to Zade family businesses over approximately 40 years and are not assets under management or investment returns.

This site is for informational purposes only and is not an offer to sell or a solicitation of any security. Reg D offerings are limited to accredited investors and made only through separate offering documents.

SimpleBANC & Co. is in development, provides advisory and consulting services only, and is not a registered broker-dealer.

SimpleADVISORY, LLC (d/b/a SimpleWEALTH) does not provide tax, accounting, or legal advice. Any tax or estate strategy must be evaluated and implemented in coordination with the client's own qualified CPA and tax / estate-planning attorney.