SIMS INVESTMENT MANAGEMENT LLC
CRD #169491 SEC #801-123034 CINCINNATI, OH 513-278-7467
SEC Registered
Total AUM
$245.9M
Discretionary
$241.9M
Employees
7
Clients
251
Accounts
1,752
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $245.9M | $241.9M | $4M | 7 | 0 |
| Jul 2025 | $245.9M | $241.9M | $4M | 7 | 0 |
| Jun 2025 | $245.9M | $241.9M | $4M | 7 | 0 |
| Feb 2025 | $245.9M | $241.9M | $4M | 7 | 0 |
| Nov 2024 | $193.7M | $186.9M | $6.8M | 6 | 0 |
| Jul 2024 | $193.7M | $186.9M | $6.8M | 6 | 0 |
| Jun 2024 | $193.7M | $186.9M | $6.8M | 6 | 0 |
| Apr 2024 | $193.7M | $186.9M | $6.8M | 6 | 0 |
| Mar 2024 | $193.7M | $186.9M | $6.8M | 6 | 0 |
| Dec 2023 | $140M | $135.1M | $4.9M | 6 | 6 |
| Sep 2023 | $140M | $135.1M | $4.9M | 6 | 6 |
| Apr 2023 | $140M | $135.1M | $4.9M | 5 | 6 |
| Mar 2023 | $140M | $135.1M | $4.9M | 5 | 6 |
| Oct 2022 | $146.7M | $141M | $5.7M | 4 | 6 |
| Aug 2022 | $146.7M | $141M | $5.7M | 4 | 6 |
| Mar 2022 | $146.7M | $141M | $5.7M | 4 | 6 |
| Dec 2021 | $129.1M | $128.5M | $533.8K | 4 | 6 |
| Dec 2021 | $129.1M | $128.5M | $533.8K | 4 | 6 |
DateSep 2025
Total AUM$245.9M
Discretionary$241.9M
Non-Disc.$4M
Employees7
Clients0
DateJul 2025
Total AUM$245.9M
Discretionary$241.9M
Non-Disc.$4M
Employees7
Clients0
DateJun 2025
Total AUM$245.9M
Discretionary$241.9M
Non-Disc.$4M
Employees7
Clients0
DateFeb 2025
Total AUM$245.9M
Discretionary$241.9M
Non-Disc.$4M
Employees7
Clients0
DateNov 2024
Total AUM$193.7M
Discretionary$186.9M
Non-Disc.$6.8M
Employees6
Clients0
DateJul 2024
Total AUM$193.7M
Discretionary$186.9M
Non-Disc.$6.8M
Employees6
Clients0
DateJun 2024
Total AUM$193.7M
Discretionary$186.9M
Non-Disc.$6.8M
Employees6
Clients0
DateApr 2024
Total AUM$193.7M
Discretionary$186.9M
Non-Disc.$6.8M
Employees6
Clients0
DateMar 2024
Total AUM$193.7M
Discretionary$186.9M
Non-Disc.$6.8M
Employees6
Clients0
DateDec 2023
Total AUM$140M
Discretionary$135.1M
Non-Disc.$4.9M
Employees6
Clients6
DateSep 2023
Total AUM$140M
Discretionary$135.1M
Non-Disc.$4.9M
Employees6
Clients6
DateApr 2023
Total AUM$140M
Discretionary$135.1M
Non-Disc.$4.9M
Employees5
Clients6
DateMar 2023
Total AUM$140M
Discretionary$135.1M
Non-Disc.$4.9M
Employees5
Clients6
DateOct 2022
Total AUM$146.7M
Discretionary$141M
Non-Disc.$5.7M
Employees4
Clients6
DateAug 2022
Total AUM$146.7M
Discretionary$141M
Non-Disc.$5.7M
Employees4
Clients6
DateMar 2022
Total AUM$146.7M
Discretionary$141M
Non-Disc.$5.7M
Employees4
Clients6
DateDec 2021
Total AUM$129.1M
Discretionary$128.5M
Non-Disc.$533.8K
Employees4
Clients6
DateDec 2021
Total AUM$129.1M
Discretionary$128.5M
Non-Disc.$533.8K
Employees4
Clients6