Aifg Consultants provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 26–50 clients last fiscal year.
Aifg Consultants reports 463 clients. They include 397 individual clients, 53 high-net-worth individuals and 12 charitable organizations. Of its assets, 100.0% ($213M across 463 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $211M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 47% |
| High-net-worth individuals | 11% | 51% |
| Charitable organizations | 3% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 397 | $99.8M | 46.9% | $251K |
| High-net-worth individuals | 53 | $108M | 50.8% | $2.04M |
| Charitable organizations | 12 | $4.94M | 2.3% | $411K |
| Corporations and other businesses | Fewer than 5 | $47.7K | 0.0% | $47.7K |
| Total | 463 | $213M | 100% | — |
- Clients
- 397
- Regulatory AUM
- $99.8M
- AUM share
- 46.9%
- Avg. per client
- $251K
- Clients
- 53
- Regulatory AUM
- $108M
- AUM share
- 50.8%
- Avg. per client
- $2.04M
- Clients
- 12
- Regulatory AUM
- $4.94M
- AUM share
- 2.3%
- Avg. per client
- $411K
- Clients
- Fewer than 5
- Regulatory AUM
- $47.7K
- AUM share
- 0.0%
- Avg. per client
- $47.7K
Total
- Clients
- 463
- Regulatory AUM
- $213M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 26–50
Aifg Consultants is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Financial planning and consulting are charged as a flat fee of $1,200 to $7,500 depending on scope and complexity.
- Hourly Consulting Projects
- Projects outside the advisory fees are charged at a standard hourly rate of $250 to $800.
- Retirement Plan Services
- Retirement plan services are charged an annual fee of 0.50% to 1.00%, invoiced quarterly in arrears.
Donald Simmons owns 75% or more of Aifg Consultants. The leadership team of Aifg Consultants includes Chief Compliance Officer Jansen Hein. It has 11 employees, 8 of them in advisory roles.
Staff
- 11 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 broker-dealer rep
- 3 insurance agents
- Owns 75% or more of Aifg Consultants LTD.
Donald Simmons
Control person · since August 2015
Aifg Consultants’ regulatory assets grew from $181M (June 2021) to $213M (April 2026); clients fell from 521 to 463 and employees rose from 5 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Apr 2026April 2026 | $213M | 463 | 11 | 6 |
| Mar 2025March 2025 | $194M | 455 | 7 | 5 |
| Jul 2024July 2024 | $211M | 538 | 7 | 2 |
| Jun 2023June 2023 | $187M | 707 | 8 | 2 |
| Jun 2022June 2022 | $207M | 572 | 6 | 1 |
| Jun 2021June 2021 | $181M | 521 | 5 | 1 |
Besides its headquarters, Aifg Consultants has 5 offices (4 private residences, listed without an address), with 2 listed addresses across 2 states.
Georgia · 1 listed address
- 1155 Hospital Road, Commerce
New York · 1 listed address
- 139 Meyer Road, HalfmoonHQ
Other business names
Aifg Consultants has reported 1 other business name to the SEC.
- Simmons Capital Group
Contact and registration details
- Legal name
- Aifg Consultants LTD.
- Headquarters
- 139 Meyer Road, Halfmoon, NY 12065
- Website
- simmonscapitalgroup.com
- Phone
- 518-406-5624
- @simmons-capital-group
- SEC file
- 801-106746
- Structure
- New York corporation
- Fiscal year end
- December
Aifg Consultants’ named custodian for separately managed accounts is Pershing ($213M). Aifg Consultants has custody of $58.9M for 140 clients.
- PershingPershing LLC · Jersey City, NJ · $213M100%
At year end, Aifg Consultants’ separately managed accounts were mostly in funds (62%) and stocks (32%).
What the accounts hold
- Stocks32%
- Funds62%
- Cash6%
How many clients does Aifg Consultants have?
Aifg Consultants has 463 clients and manages $213 million for them, as of April 2026. They include 397 individual clients, 53 high-net-worth individuals and 12 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Aifg Consultants offer?
Aifg Consultants provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Aifg Consultants use?
Aifg Consultants’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $213M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Aifg Consultants have?
Aifg Consultants has 8 investment adviser representatives registered with state securities authorities, out of 11 employees, and 8 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aifg Consultants invest in?
At the end of its last fiscal year, Aifg Consultants’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aifg Consultants?
Aifg Consultants’ direct owner is Donald Simmons (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Aifg Consultants get paid?
Aifg Consultants is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aifg Consultants?
Aifg Consultants’ main office is at 139 Meyer Road, Halfmoon, NY 12065. Its phone number is 518-406-5624. Its website is simmonscapitalgroup.com.