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SIMS INVESTMENT MANAGEMENT LLC
CRD 169491 · SEC 801-123034
3322 ERIE AVE., SUITE 200, CINCINNATI, OH, 45208, United States
Phone
513-278-7467
Fax
513-297-7591
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$304.6M
Discretionary AUM
$299.1M
Team
12 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 450 | $111.4M |
| High net worth individuals | 67 | $187.6M |
| Pension/profit sharing plans | 5 | $5.5M |
States served
CA, CO, GA, IL, IN, KY, LA, MN, NC, OH, PA, TN, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD