Investment adviser · CRD 142640

SIKICH FINANCIAL

Investment adviser filing (IA)

SIKICH CAPITAL MANAGEMENT LLC

SPRINGFIELD, IL, United States · Form ADV filed Mar 27, 2026

Regulatory AUM
$1.18B
Form ADV · Item 5.F
Client accounts
2,482
Accounts, not individual clients
Employees
22
Reported in this filing
Advisory professionals
18
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals205$707,649,90260.0%
Individuals919$406,341,49334.4%
Charities26$59,135,1405.0%
Corporations & businesses14$7,184,7320.6%
Filing source

Form ADV 2079306 · Mar 27, 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 funds

The 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: Mar 27, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

3051 HOLLIS DRIVE, 3RD FLOOR
SPRINGFIELD, IL, 62704, United States

CRD 142640

Filing source

Form ADV 2079306 · Mar 27, 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.