SIMPSON INVESTMENT COUNSEL

SIMPSON INVESTMENT COUNSEL is an SEC-registered investment adviser in LEXINGTON, MA. The firm manages approximately $18 million in regulatory assets.

SIMPSON INVESTMENT COUNSEL

SIMPSON INVESTMENT COUNSEL is an SEC-registered investment adviser in LEXINGTON, MA. The firm manages approximately $18 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What type of firm is Simpson Investment Counsel?

Simpson Investment Counsel is a registered investment advisor (RIA) based in the United States, providing discretionary portfolio management and financial planning services to institutions and high-net-worth individuals.

Does Simpson Investment Counsel disclose its AUM?

No. The firm does not publish a specific AUM figure in public sources or regulatory filings. It is categorized as Undisclosed under AUM band.

Who leads investment decisions at Simpson Investment Counsel?

Public records do not name any specific principals, CEO, CIO, or managing partners. The firm's leadership remains undisclosed in available materials.

What asset classes does Simpson Investment Counsel invest in?

The firm likely allocates to public equities, fixed income, and cash equivalents, consistent with standard RIA portfolios. No sector-specific exposure or alternative asset class involvement has been disclosed.

Is Simpson Investment Counsel a family office?

No. It is registered as a fee-only investment advisory firm and does not describe itself as a family office. Its regulatory classification is an asset manager.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.