SIMMONS INVESTMENT MANAGEMENT LLC

Overview

Simmons Investment Management LLC is a small, independent RIA that focuses on individualized wealth management and financial planning for individuals and families, including small-business owners. The firm operates under an individual ownership structure and provides advisory services through a mix of portfolio management and planning engagements. Its fee approach is flexible—combining percentage-of-AUM billing with hourly and fixed-fee arrangements—which supports both ongoing investment relationships and one-off planning projects. Investment activity centers on public mutual funds as the core building blocks of client portfolios, with a modest, targeted use of digital currency exposure as a satellite allocation for clients who want crypto exposure. The firm does not identify as an ESG-driven investor, does not act as a multi-state adviser, and does not operate as a third-party capital allocator or pension consultant. Advisory work is focused on hands-on portfolio management and financial planning for individual and family clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices