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| Sikich Capital Management LLC
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| |
|---|---|
| CRD # | 142640 |
| SEC # | 801-110142 |
| CIK # | |
| AUM | $749.1 MM (2024-08-26) |
| Employees | 21 (90% Investors, 43% Brokers) |
| Phone | 217-862-1843 |
| Address | 3051 Hollis Drive Springfield, IL 62704 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 862 | 377.6 |
| (b) Individuals (high net worth individuals) | 149 | 317.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 25 | 48.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,141 | 749.1 |
| By Discretionary | ||
| Discretionary | 2,095 | 744.6 |
| Non-Discretionary | 46 | 4.4 |
| Total | 2,141 | 749.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 18.6 | |
| United States Persons | 730.4 | |
| Total | 2,141 | 749.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Flaharty Asset Management LLC
✚
|
FL | 0.8 |
|
Impact Partnership Wealth LLC
✚
|
GA | 0.8 |
|
Lineweaver Wealth Advisors LLC
✚
|
OH | 0.8 |
|
McLean Asset Management Corporation
✚
|
VA | 0.7 |
|
Fiduciary Experts LLC
✚
|
CA | 0.7 |
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 0.7 |
|
KFG Wealth Management LLC
✚
|
IN | 0.7 |
|
Fountainhead AM LLC
✚
|
NJ | 0.7 |
|
Veery Capital LLC
✚
|
DE | 0.7 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.7 |