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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

THE SIMMONS PARTNERSHIP, INC

CRD 156740

TOWSON, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6aad16d-e448-fa59-62c9-4e2526be1f3e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Dec 7, 2011 to Mar 30, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $217MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $155M
Private client RAUM: $215MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $108Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 869
Individual clients: 236
High net worth clients: 71
SEC number: 801-79395
CRD: 156740
Filings on the tape: 27
First filed: Dec 7, 2011
Latest filed: Mar 30, 2026
Organised: Corporation, MD

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES DARBY SIMMONS	Certified Financial Planner	TOWSON, MD	14	28	3	no
RICCI LEE REBER	n/a	TOWSON, MD	1	16	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SIMMONS, JAMES, DARBY	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	yes	02/2011	Dec 7, 2011	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$217M	$155M	3	2	0	n/a	n/a
2024	Mar 29, 2025	$174M	$134M	3	2	0	n/a	n/a
2023	Mar 29, 2024	$154M	$113M	2	1	0	n/a	n/a
2022	Mar 24, 2023	$147M	$93.3M	3	2	0	n/a	n/a
2021	Mar 31, 2022	$145M	$96.1M	3	2	0	n/a	n/a
2020	Feb 15, 2021	$128M	$84.1M	3	2	0	n/a	n/a
2019	Feb 13, 2020	$110M	$73.6M	3	2	0	n/a	n/a
2018	Mar 25, 2019	$95.1M	$54.4M	3	2	0	n/a	n/a
2017	Mar 9, 2018	$106M	$62.5M	3	2	0	n/a	n/a
2016	Mar 30, 2017	$91.3M	$39.0M	3	2	n/a	n/a	n/a
2015	Feb 26, 2016	$103M	$36.1M	2	2	n/a	n/a	n/a
2014	Mar 11, 2015	$102M	$40.0M	2	2	n/a	n/a	n/a
2012	Mar 18, 2013	$70.7M	$55.4M	2	2	n/a	n/a	n/a
2011	Apr 30, 2012	$54.1M	$54.1M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$217M	$174M	24.4%	$147M	13.7%	3	3	0	0

Relationships

Registered with (3)

← RICCI LEE REBERAdvisorregistration: current employment
Feb 26, 2025 to presentfactForm ADV
← JAMES DARBY SIMMONSAdvisorregistration: current employment
Jul 27, 2012 to presentfactForm ADV
← JENNIFER DANAE RYANAdvisorregistration: previous registration
Jul 27, 2012 to Nov 28, 2023factForm ADV

Controls (1)

← SIMMONS, JAMES, DARBYOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 7, 2011 to Mar 29, 2024factForm ADV

Dated events

Occurred
Nov 28, 2023
Advisor changed firm
Jennifer Danae Ryan left The Simmons Partnership, Inc for Connectus Wealth (registered 2023-07-12)
Form ADVobserved 5 days ago
Occurred
Aug 2, 2023
Control person left
Danae Jennifer Ryan (Managing Partner/Financial Advisor) no longer on Schedule A of The Simmons Partnership, Inc (listed 2023-03-24, absent 2023-08-02)
Form ADVobserved 5 days ago
Occurred
Mar 13, 2014
First Form ADV filing
The Simmons Partnership, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c6aad16d-e448-fa59-62c9-4e2526be1f3e
First observed: Dec 7, 2011
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE SIMMONS PARTNERSHIP, INC

CRD 156740

TOWSON, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c6aad16d-e448-fa59-62c9-4e2526be1f3e

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:31 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES DARBY SIMMONS

Certified Financial Planner

TOWSON, MD

RICCI LEE REBER

n/a

TOWSON, MD

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SIMMONS, JAMES, DARBY

PRESIDENT, CHIEF COMPLIANCE OFFICER

yes

02/2011

Dec 7, 2011

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$217M

$155M

n/a

2024

Mar 29, 2025

$174M

$134M

n/a

2023

Mar 29, 2024

$154M

$113M

n/a

2022

Mar 24, 2023

$147M

$93.3M

n/a

2021

Mar 31, 2022

$145M

$96.1M

n/a

2020

Feb 15, 2021

$128M

$84.1M

n/a

2019

Feb 13, 2020

$110M

$73.6M

n/a

2018

Mar 25, 2019

$95.1M

$54.4M

n/a

2017

Mar 9, 2018

$106M

$62.5M

n/a

2016

Mar 30, 2017

$91.3M

$39.0M

n/a

2015

Feb 26, 2016

$103M

$36.1M

n/a

2014

Mar 11, 2015

$102M

$40.0M

n/a

2012

Mar 18, 2013

$70.7M

$55.4M

n/a

2011

Apr 30, 2012

$54.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$217M

$174M

24.4%

$147M

13.7%