SourcingSourcing

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

B53
CRD 108789·SEC 801-54792·DALLAS, TX
AUM
$213.1M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$639K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
J.E. SIMMONS & CO., P.C.
CRD
108789
SEC file #
801-54792
EIN
—
DBA names
—

Economics

AUM
$213.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$128.0M → $213.1M▲ +67%
Client mix
Individuals Other284
Corporations50
Individuals High Net Worth24
Pension Profit Sharing Plans21
Charitable Organizations15

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
DALLAS TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
jesimmons.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIMMONS, JACK, ELMER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SIMMONS, JACK, ELMER
Simmons, Kyle, Elmer
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
JESIMMONS.COM
Rdap Domain Creation Date
2000-09-06T18:17:12Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-06T18:17:12Z
Rdap Domain Last Changed
2021-07-08T07:16:08Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2216735
Trust Company Affiliate
No

People (3)

3
SIMMONS, JACK, ELMER
IAR · Direct Owner · 62.5%
2216735
Simmons, Kyle, Elmer
IAR · Direct Owner · 37.5%
7007367
BUBECK, KYLE, ROGER
Executive Officer · 2.5%
4784699