SIKICH FINANCIAL

SIKICH CAPITAL MANAGEMENT LLC

CRD 142640 · SEC 801-110142

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3051 HOLLIS DRIVE, 3RD FLOOR, SPRINGFIELD, IL, 62704, United States

Phone

217-862-1843

Fax

217-862-3116

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.18B

Discretionary AUM

$1.18B

Team

22 total employees; 18 advisory reps; 89 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	919	$406.3M
High net worth individuals	205	$707.6M
Charitable organizations	26	$59.1M
Corporations/business entities	14	$7.2M

States served

AZ, CA, CO, GA, IL, IN, IA, KY, MI, MN, OH, PA, WI, MO, WA, TX, FL, SD

All web addresses on file

HTTPS://WWW.SIKICH.COM/WEALTH-MANAGEMENT/

Official SEC filing: View on IAPD