Aifg Consultants Ltd.
- Regulatory AUM
- $213M
- Discretionary
- $213M
- Clients
- 463
- Avg AUM / client
- $460K
- Accounts
- 463
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 397 | $99.8M | 46.9% |
| High net worth individuals | 53 | $108M | 50.8% |
| Charitable organizations | 12 | $4.9M | 2.32% |
| Corporations and other businesses | 1 | $47.7K | 0.02% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Edward Simmons | Founder, Principal And Executive Director | CFP | Aug 2015 (11y) | 75% or more |
| Higgins, Audra, Kearney | Owner | Aug 2015 (11y) | 10% – 25% | |
| Darren James Leader | Owner | CFA | Sep 2015 (11y) | 10% – 25% |
| Jansen William Hein | Chief Compliance Officer | Jul 2024 (2y) | Less than 5% | |
| Matthew T Stankus | Registered representative | Jan 2024 (3y) | ||
| Aaron Matthew Batkay | Registered representative | Apr 2024 (2y) | ||
| Benjamin J Simmons | Registered representative | Apr 2024 (2y) | ||
| Zachary John Holdsworth | Registered representative | Dec 2024 (2y) | ||
| Robert Anthony Duncan | Registered representative | CFP | Feb 2026 (0y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Pershing $213M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗