HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
CRD #134510 SEC #801-124853 FAIRFIELD, CT 203-418-9000
SEC Registered
Total AUM
$186.8M
Discretionary
$152.5M
Employees
30
Clients
1
Accounts
374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $186.8M | $152.5M | $34.3M | 30 | 0 |
| Jun 2025 | $186.8M | $152.5M | $34.3M | 30 | 0 |
| Mar 2025 | $186.8M | $152.5M | $34.3M | 30 | 0 |
| Feb 2025 | $146.7M | $121.2M | $25.4M | 30 | 0 |
| Jan 2025 | $146.7M | $121.2M | $25.4M | 30 | 0 |
| Jan 2025 | $146.7M | $121.2M | $25.4M | 30 | 0 |
| Mar 2024 | $146.7M | $121.2M | $25.4M | 30 | 0 |
| Jul 2023 | $139.9M | $104M | $35.9M | 32 | 0 |
| May 2023 | $139.9M | $104M | $35.9M | 32 | 0 |
| Mar 2023 | $139.9M | $104M | $35.9M | 32 | 0 |
| May 2022 | $177.1M | $125.5M | $51.6M | 38 | 0 |
| Mar 2022 | $177.1M | $125.5M | $51.6M | 38 | 0 |
DateOct 2025
Total AUM$186.8M
Discretionary$152.5M
Non-Disc.$34.3M
Employees30
Clients0
DateJun 2025
Total AUM$186.8M
Discretionary$152.5M
Non-Disc.$34.3M
Employees30
Clients0
DateMar 2025
Total AUM$186.8M
Discretionary$152.5M
Non-Disc.$34.3M
Employees30
Clients0
DateFeb 2025
Total AUM$146.7M
Discretionary$121.2M
Non-Disc.$25.4M
Employees30
Clients0
DateJan 2025
Total AUM$146.7M
Discretionary$121.2M
Non-Disc.$25.4M
Employees30
Clients0
DateJan 2025
Total AUM$146.7M
Discretionary$121.2M
Non-Disc.$25.4M
Employees30
Clients0
DateMar 2024
Total AUM$146.7M
Discretionary$121.2M
Non-Disc.$25.4M
Employees30
Clients0
DateJul 2023
Total AUM$139.9M
Discretionary$104M
Non-Disc.$35.9M
Employees32
Clients0
DateMay 2023
Total AUM$139.9M
Discretionary$104M
Non-Disc.$35.9M
Employees32
Clients0
DateMar 2023
Total AUM$139.9M
Discretionary$104M
Non-Disc.$35.9M
Employees32
Clients0
DateMay 2022
Total AUM$177.1M
Discretionary$125.5M
Non-Disc.$51.6M
Employees38
Clients0
DateMar 2022
Total AUM$177.1M
Discretionary$125.5M
Non-Disc.$51.6M
Employees38
Clients0