Sims Capital Management LLC

Sims Capital Management LLC (CRD# 129398) is a financial advisory firm headquartered in Milwaukee, WI. They manage $34,515,052 in 19 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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.


Financial Advisors at Sims Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
David C. Sims
CRD#: 4741924
225 E. Mason Street, Suite 802, Milwaukee, WI 53202

David Sims (CRD# 4741924) is an Investment Advisor Representative working at Sims Capital Management LLC in Milwaukee, WI and has over 2 years of experience in the finance industry.

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