Simmons Capital Group
Simmons Capital Group is an SEC-registered mass-market adviser in Halfmoon, NY with $213.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Simmons Capital Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281122, SEC 801-106746, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $213.0M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Halfmoon, NY
- Employees
- 11
- Clients
- 463
- CRD
- 281122
- Ownership
- SIMMONS, DONALD, EDWARD; HIGGINS, AUDRA, KEARNEY; LEADER, DARREN, JAMES; HEIN, JANSEN, WILLIAM; HEROUX, CHRISTINE, MARIE
How much AUM does Simmons Capital Group have?
Simmons Capital Group reported $213.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Simmons Capital Group?
Disclosed owners and executives of Simmons Capital Group include SIMMONS, DONALD, EDWARD, HIGGINS, AUDRA, KEARNEY, LEADER, DARREN, JAMES, HEIN, JANSEN, WILLIAM, HEROUX, CHRISTINE, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.