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| Keyboard |
| Sikich Capital Management LLC
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|---|---|
| CRD # | 142640 |
| SEC # | 801-110142 |
| CIK # | |
| AUM | 1.2 B (2026-03-27) |
| Employees | 22 (82% Investors, 32% 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) | 919 | 406.3 |
| (b) Individuals (high net worth individuals) | 205 | 707.6 |
| (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 | 26 | 59.1 |
| (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 | 14 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,482 | 1,180.3 |
| By Discretionary | ||
| Discretionary | 2,482 | 1,180.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,482 | 1,180.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.4 | |
| United States Persons | 1,167.9 | |
| Total | 2,482 | 1,180.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 89 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wright Investors Service Inc
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|
CT | 1.2 B |
|
Tennessee Valley Asset Management Partners LLC
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TN | 1.2 B |
|
The Partners Wealth Management LLC
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CA | 1.2 B |
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Portland Global Advisors LLC
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Straightline Group LLC
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MI | 1.2 B |
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WPWealth LLP
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TX | 1.2 B |
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Woodard & Co Asset Management Group Inc
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NC | 1.2 B |
|
Great Lakes Retirement Inc
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|
OH | 1.2 B |
|
Reagan Companies Asset Management Inc
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|
NY | 1.2 B |
|
ERN Financial LLC
✚
|
WI | 1.2 B |