Sims Investment Management LLC
Sims Investment Management LLC is an SEC-registered mass-market adviser in Cincinnati, OH with $304.6M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Sims Investment Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169491, SEC 801-123034, data through 2026-05-08.
- AUM (assets under management / regulatory AUM)
- $304.6M (2026-05-08)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 12
- Clients
- 522
- CRD
- 169491
- Ownership
- SIMS, CORY, KENNETH; Jones, Patrick, Neil; Manteau, Elizabeth; REICHERT, DAVID, JAMES
How much AUM does Sims Investment Management LLC have?
Sims Investment Management LLC reported $304.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-08).
Who owns Sims Investment Management LLC?
Disclosed owners and executives of Sims Investment Management LLC include SIMS, CORY, KENNETH, Jones, Patrick, Neil, Manteau, Elizabeth, REICHERT, DAVID, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.