|
⚲
|
| Sikich Capital Management LLC
✚
|
|
|---|---|
| CRD # | 142640 |
| SEC # | 801-110142 |
| CIK # | |
| AUM | $920.0 M (2025-03-18) |
| Employees | 23 (83% Investors, 39% Brokers) |
| Phone | 217-862-1843 |
| Address | 3051 Hollis Drive Springfield, IL 62704 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 906 | 346.1 |
| (b) Individuals (high net worth individuals) | 274 | 496.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 25 | 50.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 31 | 26.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,236 | 920.0 |
| By Discretionary | ||
| Discretionary | 1,236 | 920.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,236 | 920.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.3 | |
| United States Persons | 909.7 | |
| Total | 1,236 | 920.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KFG Wealth Management LLC
✚
|
IN | 0.9 |
|
FORM Wealth Advisors LLC
✚
|
WI | 0.9 |
|
Insight Wealth Strategies LLC
✚
|
CA | 0.9 |
|
The Financial Consulate Inc
✚
|
MD | 0.9 |
|
Lafleur & Godfrey LLC
✚
|
MI | 0.9 |
|
Coyle Financial Counsel LLC
✚
|
IL | 0.9 |
|
Sharkey Howes & Javer Inc
✚
|
CO | 0.9 |
|
Everest Financial Group LLC
✚
|
MN | 0.9 |
|
Packerland Brokerage Services Inc
✚
|
WI | 0.9 |
|
Lineweaver Wealth Advisors LLC
✚
|
OH | 0.9 |