Sims Capital Management LLC
Sims Capital Management LLC (CRD# 129398) is a financial advisory firm headquartered in Milwaukee, WI. They manage $52,562,136 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Sims Capital Management LLC
By the Numbers
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Total Assets Under Management53MILLION
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Total Number of Accounts17ACCOUNTS
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Average Account Value$3,091,890
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Sims Capital Management LLC
1
David Sims (CRD# 4741924) is an Investment Advisor Representative working at Sims Capital Management LLC in Milwaukee, WI and has over 8 years of experience in the finance industry.
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