RIA Intel›Advisers›Massachusetts›SIMPSON INVESTMENT COUNSEL

SIMPSON INVESTMENT COUNSEL

Advisory

LEXINGTON, MA

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in MA
#1,361
of 1,590 advisers by AUM
AUM change, 1 year
+0.4%
40th percentile in MA
AUM CAGR, 3 year
+10.0%
compound annual growth
Average account
$1M
across 13 accounts
AUM per adviser
$18M
1 advisers
Filing history
14
filings since 2001

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$18M
1-Year AUM Growth
+0.4%
3-Year CAGR
+10.0%
Employees
1
Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingFeb 14, 2001
Latest FilingJan 14, 2026
Full AUM trend chart and 14 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InMA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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GILBERT INVESTMENT MANAGEMENT INC
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LMC INVESTMENTS, INC.
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-46.1% 1Y
CONVERGENT CAPITAL PARTNERS, LLC
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$17M

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