SIKICH FINANCIAL

Legal name: SIKICH CAPITAL MANAGEMENT LLC

CRD 142640File 801-110142

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.18B

Above cohort median (national)

Discretionary AUM

$1.18B

Clients

1,164

2,482 accounts

Employees

Above cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 24, 2017
Principal office: 3051 HOLLIS DRIVE, 3RD FLOOR, SPRINGFIELD, IL, 62704
Phone: 217-862-1843
Website: HTTPS://WWW.SIKICH.COM/WEALTH-MANAGEMENT/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.18B
Discretionary AUM: $1.18B
Non-discretionary AUM: $0
Discretionary accounts: 2,482
Non-discretionary accounts: 0
Total accounts: 2,482
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	14	$7.2M
Charitable organizations	26	$59.1M
High net worth individuals	205	$707.6M
Individuals (other than high net worth individuals)	919	$406.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.