The Simmons Partnership, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Towson, MD. Its latest Form ADV filing, dated March 30, 2026, reports $217M in regulatory assets under management, 3 employees, and 869 accounts.
Assets Under Management
$217M
Employees
3
Offices
--
Total Clients
308
Primary office
TOWSON, MD
BOSLEY HALL, 222 COURTHOUSE CT., SUITE 1A, TOWSON, MD, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.6% of total clients.
Top client categories% of clientsClients
1
Individuals
76.6%
236
2
HNWI
23.1%
71
3
Corporations
0.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 30, 2026
Discretionary71.6%
$155M
72% of total RAUM71.6%
Non-discretionary28.4%
$62M
28% of total RAUM28.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$217M
Total Accounts869
10Y AUM Change+$125M (+137.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee103:1
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.