LP Profile

Sims Investment Management

Also known as sims

Wealth ManagerCincinnati, United StatesFounded 2013
Cincinnati
Headquarters
Investment Focus

About Sims Investment Management

Sims Investment Management is a wealth manager based in Cincinnati, US. Founded in 2013.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Sims Investment Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$304.6M
Total Clients
1,686
Filing Date
May 8, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Sims Investment Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Sims Investment Management?

Sims Investment Management is a wealth manager based in Cincinnati, United States.

Where is Sims Investment Management headquartered?

Sims Investment Management is headquartered in Cincinnati, United States.

When was Sims Investment Management founded?

Sims Investment Management was founded in 2013.

How can I contact Sims Investment Management?

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