SIMMONS CAPITAL GROUP
SEC Registeredthoughtful financial planning to ease your mind
About the firm
Simmons Capital Group offers thoughtful financial planning and guidance for every generation. Their services span retirement planning, impact investing, insurance planning, investments, college planning, and legacy planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, impact investing, insurance planning (Medicare, long-term care, and life insurance), investments, college planning, and legacy planning.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 397 | $100M |
| High Net Worth Individuals | 53 | $108M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 12 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.65% |
| $1,000,001 to $3,000,000 | 1.35% |
| $3,000,001 to $5,000,000 | 1.25% |
| $5,000,001 to $10,000,000 | 0.95% |
| $10,000,001 and above | — |
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SIMMONS CAPITAL GROUP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.