← Directory
SIKICH FINANCIAL
Legal name: SIKICH CAPITAL MANAGEMENT LLC
CRD 142640File 801-110142
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.18B
Clients
1,164
2,482 accounts
Employees
22
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 23 | 22 | decreased by1 |
| Apr 1, 2026 | Clients | 1,236 | 1,164 | decreased by72 |
| Apr 1, 2026 | AUM | $919,996,863 | $1,180,311,267 | increased by$260,314,404 |
| Apr 1, 2026 | Accounts | 1,236 | 2,482 | increased by1,246 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 19 | 23 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 678 | 1,236 | increased by558 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $504,176,585 | $919,996,863 | increased by$415,820,278 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,339 | 1,236 | decreased by103 |
| Apr 1, 2022 | Employees | 16 | 19 | increased by3 |
| Apr 1, 2022 | Clients | 269 | 678 | increased by409 |
| Apr 1, 2022 | AUM | $440,430,915 | $504,176,585 | increased by$63,745,670 |
| Apr 1, 2022 | Accounts | 1,263 | 1,339 | increased by76 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SIKICH FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIKICH FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.