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SIMMONS CAPITAL GROUP
Legal name: AIFG CONSULTANTS LTD.
CRD 281122File 801-106746
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$213.0M
Below cohort median (national)
Discretionary AUM
$213.0M
Clients
463
463 accounts
Employees
11
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 13, 2015
- Principal office
- 139 MEYER ROAD, HALFMOON, NY, 12065
- Phone
- (518) 406-5624
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $213.0M
- Discretionary AUM
- $213.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 463
- Non-discretionary accounts
- 0
- Total accounts
- 463
- AUM per client
- $460K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $48K |
| Charitable organizations | 12 | $4.9M |
| High net worth individuals | 53 | $108.2M |
| Individuals (other than high net worth individuals) | 397 | $99.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 11 | increased by4 |
| Apr 1, 2026 | Clients | 455 | 463 | increased by8 |
| Apr 1, 2026 | AUM | $194,471,066 | $213,017,281 | increased by$18,546,215 |
| Apr 1, 2026 | Accounts | 455 | 463 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 572 | 455 | decreased by117 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $207,302,997 | $194,471,066 | decreased by$12,831,931 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,117 | 455 | decreased by662 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 521 | 572 | increased by51 |
| Apr 1, 2022 | AUM | $180,530,031 | $207,302,997 | increased by$26,772,966 |
| Apr 1, 2022 | Accounts | 1,078 | 1,117 | increased by39 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SIMMONS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIMMONS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.