SPRINGFIELD, ILCRD 142640Latest ADV March 27, 2026
Sikich Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, IL. Its latest Form ADV filing, dated March 27, 2026, reports $1.2B in regulatory assets under management, 22 employees, 10 offices, and 2,482 accounts.
Assets Under Management
$1.2B
Employees
22
Offices
10 offices
Total Clients
1,164
Primary office
SPRINGFIELD, IL
3051 HOLLIS DRIVE, 3RD FLOOR, SPRINGFIELD, IL, United States
Top client segmentIndividuals represent 79.0% of total clients.
Top client categories% of clientsClients
1
Individuals
79.0%
919
2
HNWI
17.6%
205
3
Charitable
2.2%
26
4
Corporations
1.2%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 27, 2026
Discretionary100.0%
$1.2B
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$1.2B
Total Accounts2,482
10Y AUM Change+$945M (+402.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee53:1
10Y Employee Change+5 (+29.4%)
* 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.