Eric Eugene Simms
Financial advisor at Gradient Capital Advisors, LLC · San Diego, CA
Last updated 2026-10-10
Claim your profileEric Eugene Simms is a financial advisor at Gradient Capital Advisors, LLC in San Diego, CA, CRD 2575354. Licenses and exams on the registration: Series 63. IAPD registration began 1997-12-15.
Registration
- CRD number
- 2575354
- Registration status
- Active
- IAPD registration
- 1997-12-15
- Industry Experience
- 28 years
- Work Experience
- 12 years
- States registered
- CA
Licenses and exams
- Series 63
Work history
- 2014-01 to Present · Gradient Capital Advisors, LLC · San Diego, CA
Current employment
- Gradient Capital Advisors, LLC · San Diego, CA
Gradient Capital Advisors, LLC
- Regulatory AUM
- $742,204,721
- Registered advisors
- 5
- Offices
- 1
- Clients per advisor
- 95.6 (Moderate)
- Average AUM per client
- $1.6M (Low)
- High-net-worth client ratio
- 53.8% (High)
Gradient Capital Advisors, LLC: advisors, services and reported ETF investments
About
Eric Eugene Simms is a financial advisor at Gradient Capital Advisors, LLC in San Diego, CA. Reported securities licenses include Series 63. The latest record indicates 28 years of industry experience and 12 years of reported work history.
Gradient Capital Advisors, LLC's firm-level Form ADV reports 5 advisors across 1 offices; approximately 95.6 clients per advisor, average assets per client of $1,552,730, and regulatory AUM of $742.2M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, and Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $316.1M across 110 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Eric Eugene Simms personally.
Reported ETF positions
Gradient Capital Advisors reports 110 ETF positions worth $316.1M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $39.2M |
| SPDW — State Street SPDR Portfolio Developed World ex-US ETF | $15.6M |
| VCSH — Vanguard Short-Term Corporate Bond ETF | $14.2M |
| DFGP — Dimensional Global Core Plus Fixed Income ETF | $12.8M |
| DFSD — Dimensional Short-Duration Fixed Income ETF | $12.3M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Gradient Capital Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $39.2M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $39.2M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $508.4K | Top 99.8% | Residual alpha +0.78% · Residual Sharpe 0.13 |
| Diversification Benefits | JPST — JPMorgan Ultra-Short Income ETF | $5.5M | Top 97.5% | Replicability (R²) 70.1% · Residual Sharpe 0.66 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Gradient Capital Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
2125 Poinsettia Drive, San Diego, CA 92107
5 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 619-255-0700
- Website: gradientcapital.com
Official record
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