Sims Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cincinnati, OH. Its latest Form ADV filing, dated March 27, 2026, reports $305M in regulatory assets under management, 12 employees, 1 office, and 1,686 accounts.
Assets Under Management
$305M
Employees
12
Offices
1 office
Total Clients
522
Primary office
CINCINNATI, OH
3322 ERIE AVE., SUITE 200, CINCINNATI, OH, United States
Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
450
2
HNWI
12.8%
67
3
Pension Plans
1.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$305Mas of March 27, 2026
Discretionary98.2%
$299M
98% of total RAUM98.2%
Non-discretionary1.8%
$6M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$305M
Total Accounts1,686
10Y AUM Change+$176M (+136.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee44:1
10Y Employee Change+8 (+200.0%)
* 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.