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SIKICH CAPITAL MANAGEMENT

Business and Investment Profile

The SIKICH CAPITAL MANAGEMENT is a privately held investment adviser that advises $1.18Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SIKICH CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 167.99% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 9.36 years and is comprised of 1 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 3051 HOLLIS DRIVE 3RD FLOOR, SPRINGFIELD, ILLINOIS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 22 employees comprised of 18 investment and 4 non-investment staff. The total number of Employees increased by 37.5% over the last 5-years.

Asset Profile

Their $1.18Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 40 other accounts. Assets of High Net Worth Individuals clients own $707.65mn or 59.95% of Total Assets and Individuals own $406.34mn or 34.43% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

SIKICH CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: SIKICH CAPITAL MANAGEMENT

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Keywords: Sikich Capital Management, Sikich
Generated 2026-09-12T06:49:20.6947252.  © 2026 Convergence.