RIA Intel›Advisers›Texas›J.E. SIMMONS & CO., P.C.

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

Advisory

N·DALLAS, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$213M
1-Year AUM Growth
+19.3%
3-Year CAGR
+5.0%
Employees
2
Assets Under Management
Total AUM$213M
Discretionary AUM$213M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients386
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record32
First FilingMar 29, 2001
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 32 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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