Sikich Financial
Springfield, IL·SEC-registered · CRD #142640
Sikich Financial is an SEC-registered investment advisory firm in Springfield, IL managing $1.2B across 2.5k client accounts, with 18 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.2B
Client accounts
2.5k
Advisory staff
18
Fee model
Fee-based
How Sikich Financial is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Sikich Financial
How much does Sikich Financial manage?
Per its most recent SEC Form ADV filing (03/27/2026), Sikich Financial reports $1.2B in regulatory assets under management across roughly 2.5k client accounts.
How does Sikich Financial charge?
Sikich Financial is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sikich Financial a fiduciary?
Yes. Sikich Financial is registered with the U.S. Securities and Exchange Commission (CRD #142640), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sikich Financial taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sikich Financial and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sikich Financial's public SEC Form ADV filing (CRD #142640, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sikich Financial. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sikich Financial? Claim this profile.