Simmons Asset Management, LLC

Overview

Simmons Asset Management, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning and discretionary portfolio management for both personal and business/institutional clients. Fee arrangements are primarily percentage-of-assets with other structures available. Investment activity is equity‑oriented: the firm favors exchange‑traded equities and ETFs as the primary building blocks of client portfolios. That equity bias is supported by an active discretionary mandate—most client relationships are managed on a discretionary basis—which suggests the firm implements tactical or strategic equity tilts rather than acting only as a passive allocator. Simmons Asset Management does not position itself as a capital allocator or multi‑state adviser and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices