Sims Capital Management LLC
Sims Capital Management LLC is an SEC-registered ria in Milwaukee, WI with $56.4M assets under management (AUM, regulatory AUM), +1% over one year. See who owns Sims Capital Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129398, SEC 801-67455, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $56.4M (2026-03-26)
- Firm type
- Ria
- Location
- Milwaukee, WI
- Employees
- 2
- Clients
- 16
- CRD
- 129398
- Ownership
- SIMS, DAVID, CARY; SIMS, LUKE, EDWARD; SIMS, ANDREW, DANIEL
How much AUM does Sims Capital Management LLC have?
Sims Capital Management LLC reported $56.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Sims Capital Management LLC?
Disclosed owners and executives of Sims Capital Management LLC include SIMS, DAVID, CARY, SIMS, LUKE, EDWARD, SIMS, ANDREW, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.