Sims Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Milwaukee, WI. Its latest Form ADV filing, dated March 26, 2026, reports $56M in regulatory assets under management, 2 employees, and 17 accounts.
Assets Under Management
$56M
Employees
2
Offices
--
Total Clients
17
Primary office
MILWAUKEE, WI
225 E. MASON STREET, SUITE 802, MILWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.1% of total clients.
Top client categories% of clientsClients
1
Individuals
94.1%
16
2
Investment Cos.
5.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$56Mas of March 26, 2026
Discretionary100.0%
$56M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$56M
Total Accounts17
10Y AUM Change+$11M (+24.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee9:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.