# Simpson Investment Counsel

> Simpson Investment Counsel is a state-registered investment advisory firm in Lexington, MA, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 107499
- Filed as: SIMPSON INVESTMENT COUNSEL
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lexington, MA
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/107499
- AdvisorCensus page: https://advisorcensus.com/firm/simpson-investment-counsel-lexington-ma-107499

## Quick answers

**How is Simpson Investment Counsel compensated?**
On its Form ADV (Item 5.E, October 2026), Simpson Investment Counsel reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Simpson Investment Counsel located?**
Simpson Investment Counsel's principal office is in Lexington, MA, according to its Form ADV.

**Is Simpson Investment Counsel registered with the SEC or a state?**
Simpson Investment Counsel is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 107499.

**How much does Simpson Investment Counsel manage?**
Simpson Investment Counsel reports $17,601,716 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Simpson Investment Counsel serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2); individuals (other than high net worth individuals) (1).

**Does Simpson Investment Counsel report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/107499

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $17,601,716
- Discretionary: $17,601,716
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $1,694,163 |
| High net worth individuals | 2 | $15,907,553 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Simpson Investment Counsel (CRD 107499): Form ADV filing data as of October 2026.