{"url":"https://nivawealth.com/firms/aifg-consultants-281122","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/281122","regulatoryAum":213017281,"crd":"281122","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7754229","suffix":null,"lastName":"BATKAY","firstName":"AARON","middleName":"MATTHEW"},{"crd":"3031586","suffix":null,"lastName":"DUNCAN","firstName":"ROBERT","middleName":"ANTHONY"},{"crd":"6161483","suffix":null,"lastName":"HEIN","firstName":"JANSEN","middleName":"WILLIAM"},{"crd":"7631710","suffix":null,"lastName":"HOLDSWORTH","firstName":"ZACHARY","middleName":"JOHN"},{"crd":"7453164","suffix":null,"lastName":"SIMMONS","firstName":"BENJAMIN","middleName":"J"},{"crd":"1836646","suffix":null,"lastName":"SIMMONS","firstName":"DONALD","middleName":"EDWARD"},{"crd":"7689050","suffix":null,"lastName":"STANKUS","firstName":"MATTHEW","middleName":"T"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-24","regulatoryAum":180530031,"clients":521,"employees":5,"offices":1},{"filedOn":"2022-06-24","regulatoryAum":207302997,"clients":572,"employees":6,"offices":1},{"filedOn":"2023-06-27","regulatoryAum":186702179,"clients":707,"employees":8,"offices":2},{"filedOn":"2024-07-03","regulatoryAum":211495597,"clients":538,"employees":7,"offices":2},{"filedOn":"2025-03-26","regulatoryAum":194471066,"clients":455,"employees":7,"offices":5},{"filedOn":"2026-04-30","regulatoryAum":213017281,"clients":463,"employees":11,"offices":6}],"secFileNumber":"801-106746","legalName":"Aifg Consultants LTD.","displayName":"Aifg Consultants","slug":"aifg-consultants-281122","website":"https://simmonscapitalgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/simmons-capital-group","xUrl":"https://twitter.com/SimmonsCapital","founded":null,"organization":"New York corporation","fiscalYearEnd":"December","headquarters":{"street":"139 Meyer Road","city":"Halfmoon","state":"NY","stateName":"New York","country":"United States","postalCode":"12065"},"tradeNames":["Simmons Capital Group"],"registration":{"secApproved":"13 October 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complexity.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025718","versionId":1025718,"submittedOn":"2026-04-30","documentName":"SIMMONS CAPITAL GROUP BROCHURE"},{"role":"other","program":"Hourly Consulting Projects","summary":"Projects outside the advisory fees are charged at a standard hourly rate of $250 to $800.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025718","versionId":1025718,"submittedOn":"2026-04-30","documentName":"SIMMONS CAPITAL GROUP BROCHURE"},{"role":"other","program":"Retirement Plan Services","summary":"Retirement plan services are charged an annual fee of 0.50% to 1.00%, invoiced quarterly in arrears.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025718","versionId":1025718,"submittedOn":"2026-04-30","documentName":"SIMMONS CAPITAL GROUP BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:16:33.538781+00:00","documents":[{"name":"SIMMONS CAPITAL GROUP BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025718","versionId":1025718,"submittedOn":"2026-04-30"}]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":213017281}],"custodyNote":"Aifg Consultants has custody of $58.9M for 140 clients.","otherCustodians":[],"leadership":[{"name":"Jansen Hein","title":"Chief Compliance Officer","crd":"6161483"},{"name":"Donald Simmons","title":"Founder, Principal and Executive Director","crd":"1836646"}],"ownership":[{"label":"Donald Simmons","detail":"Founder, principal and executive director in the 75% or more ownership band and a control person, since August 2015."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":4},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"1155 Hospital Road","city":"Commerce"}]},{"state":"New York","offices":1,"addresses":[{"street":"139 Meyer Road","city":"Halfmoon","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"518-406-5624","stateRegisteredReps":8,"otherAdviserReps":5,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":32},{"label":"Securities issued by registered investment companies or business development companies","percent":62},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"30 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/281122/PDF/281122.pdf","brochureDate":"30 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025718","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Aifg Consultants have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aifg Consultants offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Aifg Consultants use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aifg Consultants have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aifg Consultants invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aifg Consultants?","answer":"Aifg Consultants’ direct owner is Donald Simmons (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aifg Consultants get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Aifg Consultants?","answer":"Aifg Consultants’ main office is at 139 Meyer Road, Halfmoon, NY 12065. Its phone number is 518-406-5624. Its website is simmonscapitalgroup.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}