A complete list of active advisors currently associated with Simmons Capital Group

Warmer can help you find a great advisor at Simmons Capital Group or one who fits your needs even better.

Simmons Capital Group advises individuals, high‑net‑worth clients, charitable organizations, trusts and estates, overseeing roughly $213 million for about 450 clients through a seven‑advisor team operating from multiple offices. The firm provides discretionary portfolio management, comprehensive financial planning, retirement plan services, and may recommend or engage third‑party sub‑advisers and alternative investments. Investment decisions are tailored to client objectives and risk tolerances and commonly rely on asset allocation and fundamental analysis with holdings in stocks, bonds, ETFs, options and mutual funds, while permitting allocations to private equity, private debt, REITs and BDCs. The firm manages accounts to reflect client preferences — including faith‑based and moral screening — offers a wrap‑fee program, and uses an independent custodian for trade execution and reporting. Noteworthy features that distinguish the firm from many peers include that one of its investment adviser representatives also operates in a registered broker‑dealer capacity and several representatives are licensed insurance agents through an affiliated entity, arrangements that can result in commission‑based business outside advisory accounts. The firm also sponsors and manages its own wrap fee program, maintains affiliations with other investment advisers and private‑fund managers, and operates an unusually large number of offices for a team‑sized advisory firm, each of which can affect service delivery and potential conflicts of interest.

To learn more about the advisors currently working at Simmons Capital Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.