Overview
Assets Under Management: $920 million
Headquarters: SPRINGFIELD, IL
High-Net-Worth Clients: 274
Average Client Assets: $2 million
Frequently Asked Questions
SIKICH CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #142640), SIKICH CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
SIKICH CAPITAL MANAGEMENT LLC is headquartered in SPRINGFIELD, IL.
SIKICH CAPITAL MANAGEMENT LLC serves 274 high-net-worth clients according to their SEC filing dated March 18, 2025. View client details ↓
According to their SEC Form ADV, SIKICH CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SIKICH CAPITAL MANAGEMENT LLC manages $920 million in client assets according to their SEC filing dated March 18, 2025.
According to their SEC Form ADV, SIKICH CAPITAL MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 274
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.00
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,236
Discretionary Accounts: 1,236
Regulatory Filings
CRD Number: 142640
Filing ID: 1960886
Last Filing Date: 2025-03-18 12:04:00
Website: https://sikich.com