SIKICH CAPITAL MANAGEMENT LLC
Legal name: SIKICH FINANCIAL
CRD #142640 SEC #801-110142 SPRINGFIELD, IL 217-862-1843
SEC Registered
Total AUM
$920M
Discretionary
$920M
Employees
23
Clients
10
Accounts
1,236
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $920M | $920M | $0 | 23 | 80 |
| Aug 2024 | $749.1M | $744.6M | $4.4M | 21 | 78 |
| May 2024 | $749.1M | $744.6M | $4.4M | 21 | 78 |
| May 2024 | $749.1M | $744.6M | $4.4M | 21 | 78 |
| Mar 2024 | $749.1M | $744.6M | $4.4M | 21 | 78 |
| Dec 2023 | $486.4M | $486.4M | $0 | 21 | 73 |
| Dec 2023 | $486.4M | $486.4M | $0 | 21 | 73 |
| Aug 2023 | $486.4M | $486.4M | $0 | 21 | 73 |
| Mar 2023 | $486.4M | $486.4M | $0 | 21 | 73 |
| Nov 2022 | $504.2M | $504.2M | $0 | 19 | 71 |
| Sep 2022 | $504.2M | $504.2M | $0 | 19 | 71 |
| Aug 2022 | $504.2M | $504.2M | $0 | 19 | 71 |
| Mar 2022 | $504.2M | $504.2M | $0 | 19 | 71 |
| Jun 2021 | $440.4M | $415M | $25.4M | 16 | 55 |
| Mar 2021 | $440.4M | $415M | $25.4M | 16 | 55 |
| May 2020 | $386.6M | $364.5M | $22.1M | 14 | 46 |
| Mar 2020 | $386.6M | $364.5M | $22.1M | 14 | 46 |
| Mar 2019 | $386.9M | $361.6M | $25.3M | 14 | 46 |
| Oct 2018 | $297.9M | $276.5M | $21.4M | 14 | 42 |
| Mar 2018 | $297.9M | $276.5M | $21.4M | 14 | 42 |
| Oct 2017 | $235M | $128M | $107M | 17 | 10 |
| Apr 2017 | $235M | $128M | $107M | 17 | 300 |
| Mar 2017 | $235M | $128M | $107M | 17 | 300 |
| Mar 2017 | $235M | $128M | $107M | 17 | 300 |
| Jun 2012 | $43.3M | $43.3M | $0 | 1 | 200 |
| May 2012 | $43.3M | $43.3M | $0 | 1 | 200 |
| May 2012 | $43.3M | $43.3M | $0 | 1 | 200 |
| May 2012 | $43.3M | $43.3M | $0 | 1 | 200 |
| Mar 2012 | $43.3M | $43.3M | $0 | 1 | 200 |
| Nov 2011 | $148.4M | $75.3M | $73.1M | 1 | 101 |
| Nov 2011 | $148.4M | $75.3M | $73.1M | 5 | -- |
| Mar 2011 | $148.4M | $75.3M | $73.1M | 5 | -- |
| Jan 2011 | $111M | $53M | $58M | 5 | -- |
| Jul 2010 | $111M | $53M | $58M | 5 | -- |
| Jul 2010 | $111M | $53M | $58M | 5 | -- |
| Jul 2009 | $48M | $0 | $48M | 5 | -- |
| May 2009 | $48M | $0 | $48M | 5 | -- |
| Apr 2009 | $48M | $0 | $48M | 5 | -- |
| Apr 2009 | $48M | $0 | $48M | 5 | -- |
DateMar 2025
Total AUM$920M
Discretionary$920M
Non-Disc.$0
Employees23
Clients80
DateAug 2024
Total AUM$749.1M
Discretionary$744.6M
Non-Disc.$4.4M
Employees21
Clients78
DateMay 2024
Total AUM$749.1M
Discretionary$744.6M
Non-Disc.$4.4M
Employees21
Clients78
DateMay 2024
Total AUM$749.1M
Discretionary$744.6M
Non-Disc.$4.4M
Employees21
Clients78
DateMar 2024
Total AUM$749.1M
Discretionary$744.6M
Non-Disc.$4.4M
Employees21
Clients78
DateDec 2023
Total AUM$486.4M
Discretionary$486.4M
Non-Disc.$0
Employees21
Clients73
DateDec 2023
Total AUM$486.4M
Discretionary$486.4M
Non-Disc.$0
Employees21
Clients73
DateAug 2023
Total AUM$486.4M
Discretionary$486.4M
Non-Disc.$0
Employees21
Clients73
DateMar 2023
Total AUM$486.4M
Discretionary$486.4M
Non-Disc.$0
Employees21
Clients73
DateNov 2022
Total AUM$504.2M
Discretionary$504.2M
Non-Disc.$0
Employees19
Clients71
DateSep 2022
Total AUM$504.2M
Discretionary$504.2M
Non-Disc.$0
Employees19
Clients71
DateAug 2022
Total AUM$504.2M
Discretionary$504.2M
Non-Disc.$0
Employees19
Clients71
DateMar 2022
Total AUM$504.2M
Discretionary$504.2M
Non-Disc.$0
Employees19
Clients71
DateJun 2021
Total AUM$440.4M
Discretionary$415M
Non-Disc.$25.4M
Employees16
Clients55
DateMar 2021
Total AUM$440.4M
Discretionary$415M
Non-Disc.$25.4M
Employees16
Clients55
DateMay 2020
Total AUM$386.6M
Discretionary$364.5M
Non-Disc.$22.1M
Employees14
Clients46
DateMar 2020
Total AUM$386.6M
Discretionary$364.5M
Non-Disc.$22.1M
Employees14
Clients46
DateMar 2019
Total AUM$386.9M
Discretionary$361.6M
Non-Disc.$25.3M
Employees14
Clients46
DateOct 2018
Total AUM$297.9M
Discretionary$276.5M
Non-Disc.$21.4M
Employees14
Clients42
DateMar 2018
Total AUM$297.9M
Discretionary$276.5M
Non-Disc.$21.4M
Employees14
Clients42
DateOct 2017
Total AUM$235M
Discretionary$128M
Non-Disc.$107M
Employees17
Clients10
DateApr 2017
Total AUM$235M
Discretionary$128M
Non-Disc.$107M
Employees17
Clients300
DateMar 2017
Total AUM$235M
Discretionary$128M
Non-Disc.$107M
Employees17
Clients300
DateMar 2017
Total AUM$235M
Discretionary$128M
Non-Disc.$107M
Employees17
Clients300
DateJun 2012
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees1
Clients200
DateNov 2011
Total AUM$148.4M
Discretionary$75.3M
Non-Disc.$73.1M
Employees1
Clients101
DateNov 2011
Total AUM$148.4M
Discretionary$75.3M
Non-Disc.$73.1M
Employees5
Clients--
DateMar 2011
Total AUM$148.4M
Discretionary$75.3M
Non-Disc.$73.1M
Employees5
Clients--
DateJan 2011
Total AUM$111M
Discretionary$53M
Non-Disc.$58M
Employees5
Clients--
DateJul 2010
Total AUM$111M
Discretionary$53M
Non-Disc.$58M
Employees5
Clients--
DateJul 2010
Total AUM$111M
Discretionary$53M
Non-Disc.$58M
Employees5
Clients--
DateJul 2009
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees5
Clients--
DateMay 2009
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees5
Clients--
DateApr 2009
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees5
Clients--
DateApr 2009
Total AUM$48M
Discretionary$0
Non-Disc.$48M
Employees5
Clients--