CRD: 169491
Sims Investment Management LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-04-2013
- Office Locations
- 2
Office Locations
About Sims Investment Management LLC
Sims Investment Management LLC is a Cincinnati-based RIA providing investment management and personal financial planning, focused on building diversified portfolios aligned to each client’s financial profile and risk tolerance. The firm also supports day-to-day money management and retirement planning, including reviewing legacy 401(k)s and guiding IRA rollovers. Custody includes Charles Schwab, and the team publishes regular market and retirement planning insights.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CORY KENNETH SIMS
Investment Advisor Representative, Managing Member
- CRD
- #6099496
- Ownership
- 75% or more
Patrick Neil Jones
CHIEF OPERATING OFFICER
- CRD
- #7420630
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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RYAN SAMUEL ATKINS
Investment Advisor Representative
- CRD
- #7440717
CONNOR JAMES DIEM
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- CRD
- #8311706
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,055,963 | $177,904 |
| Non-Discretionary | $5,515,934 | $1,103,187 |
| Total | $304,571,897 | $180,648 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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