Cima Sports & Wealth Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cima Sports & Wealth Management is a state-registered investment adviser that offers ongoing asset management of client accounts at a designated custodian and standalone written financial planning services. The firm’s ADV identifies individual retail clients, trusts, estates and business entities as target client types, but the brochure reports no assets under management and no clients as of the disclosure date.
The firm’s investment process emphasizes fundamental analysis and employs both strategic and tactical asset-allocation frameworks, using long- and short-term positions and modest cash adjustments as market conditions or special situations (e.g., low‑basis stock or tax issues) warrant. Portfolio management can be provided on either a discretionary or non‑discretionary basis, and trades are implemented through a required custodian platform; the firm does not aggregate or block client trades.
A noteworthy operational feature is an affiliation with an accounting and tax-preparation business owned by the same principal, and the brochure discloses the resulting conflict of interest when clients are referred to that affiliate (the firm states it receives no referral fees). The firm is newly registered, operates with a single adviser, requires clients to use its selected custodian and maintains a written separation between its fixed-fee planning engagements and its ongoing asset-management services.
Client services
Expertise
Fee options
$1,850 fixed fee for financial planning services
1.10% annually (0.275% quarterly)
Account minimum: $100,000
Main office
25200 Sawyer Francis Lane, Suite 126
Lutz FL 33559
Advisors at this office
1
Most active in
Florida · Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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