SIKICH CAPITAL MANAGEMENT LLC

SIKICH FINANCIAL

SPRINGFIELD, Illinois·4 registered advisors·CRD# 142640

SEC# 801-1101429217-862-1843

01

Firm Overview

AUM

$749M

Regulatory assets under management

Employees

21

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at SIKICH CAPITAL MANAGEMENT LLC

4 registered advisors

Barry Craig Stark

SPRINGFIELD, Illinois

Diana Fitzgerald Jordan

SPRINGFIELD, Illinois

Karen Sue Sanchez

SPRINGFIELD, Illinois

Robert Andrew Paoni

SPRINGFIELD, Illinois

05

Office Locations

SPRINGFIELD, Illinois

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Data sourced from SEC Form ADV filings. SIKICH CAPITAL MANAGEMENT LLC (CRD# 142640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.