Firm profile

J.E. SIMMONS & CO., P.C.

DALLAS, TXCRD 108789Latest ADV March 30, 2026

J.E. Simmons & Co., P.C. is an SEC registered investment adviser organized as a corporation with a primary office location in Dallas, TX.

Assets Under Management
$213M
Employees
4
Offices
--
Total Clients
394
Primary office
DALLAS, TX
15770 N. DALLAS PARKWAY, SUITE 150, DALLAS, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOKyle R. Bubeck

Advisory services offered

6 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 72.1% of total clients.
Top client categories% of clientsClients
1
Individuals
72.1%
284
2
Corporations
12.7%
50
3
HNWI
6.1%
24
4
Pension Plans
5.3%
21
5
Charitable
3.8%
15

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$213Mas of March 30, 2026
Discretionary100.0%
$213M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$213M
Total Accounts394
10Y AUM Change+$80M (+60.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee99:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.