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THE SIMMONS PARTNERSHIP, INC
CRD 156740File 801-79395
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$216.5M
Below cohort median (national)
Discretionary AUM
$155.0M
Non-discretionary $61.5M
Clients
308
869 accounts
Employees
3
Bottom 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 9, 2014
- Principal office
- BOSLEY HALL, 222 COURTHOUSE CT., SUITE 1A, TOWSON, MD, 21204
- Phone
- 443-470-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.5M
- Discretionary AUM
- $155.0M
- Non-discretionary AUM
- $61.5M
- Discretionary accounts
- 489
- Non-discretionary accounts
- 380
- Total accounts
- 869
- AUM per client
- $703K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.5M |
| High net worth individuals | 71 | $157.3M |
| Individuals (other than high net worth individuals) | 236 | $57.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.