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- Custodian
- Capital Group · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-13-2015
- Office Locations
- 3
Office Locations
About Simmons Capital Group
Simmons Capital Group is a Halfmoon, NY-based advisory firm providing retirement, insurance (Medicare, long-term care, life), legacy and investment planning. They incorporate impact investing, including a portfolio “Healthcheck” to assess values alignment and rebalance with data to help clients measure desired impact. Investment implementation commonly uses ETFs and mutual funds, with custody through Pershing.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD EDWARD SIMMONS
Chief Executive Officer, EXECUTIVE DIRECTOR, FOUNDER, INVESTMENT ADVISOR REPRESENTATIVE, PRINCIPAL
- CRD
- #1836646
- Ownership
- 75% or more
JANSEN WILLIAM HEIN
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #6161483
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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AARON MATTHEW BATKAY
Associate Advisor
- CRD
- #7754229
ROBERT ANTHONY DUNCAN
President
- CRD
- #3031586
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $213,017,281 | $460,081 |
| Non-Discretionary | $0 | -- |
| Total | $213,017,281 | $460,081 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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