Investment adviser · CRD 305832
SHEIKH INVESTMENTS, INC.
Investment adviser filing (IA)
COLUMBUS, OH, United States · Form ADV filed Sep 19, 2026
- Regulatory AUM
- $144M Form ADV · Item 5.F
- Client accounts
- 183 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 52 | $105,758,751 | 73.6% |
| Individuals | 118 | $24,510,704 | 17.1% |
| Corporations & businesses | 7 | $5,400,368 | 3.8% |
| Retirement plans | Fewer than 5 | $4,191,995 | 2.9% |
| Charities | Fewer than 5 | $3,749,679 | 2.6% |
| Banks & thrifts | Fewer than 5 | $0 | 0.0% |
| Government entities | Fewer than 5 | $0 | 0.0% |
| Other investment advisers | Fewer than 5 | $0 | 0.0% |
| Insurance companies | Fewer than 5 | $0 | 0.0% |
| Sovereign wealth & foreign institutions | Fewer than 5 | $0 | 0.0% |
Filing source
Form ADV 2124337 · Sep 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5001 HORIZONS DR., SUITE 202COLUMBUS, OH, 43220, United States
CRD 305832
Filing source
Form ADV 2124337 · Sep 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.