Sheikh Investments, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$112,562,414
Clients
153
Advisors
2
of 2 employees
About
Sheikh Investments, Inc. is an Ohio‑registered investment adviser with two Investment Adviser Representatives and reports $126,001,220 in assets under management for roughly 166 clients. The firm offers portfolio management on a non‑discretionary basis, along with financial planning and consulting, serving individuals, high‑net‑worth clients, trusts, pension/401(k) and profit‑sharing plans, charitable institutions, corporations, advisory firms and investment companies.
Investment advice is delivered after in‑depth interviews and the development of an Investment Policy Statement, and IARs generally execute positions only following client consultation or written discretionary authority. The firm employs a mix of analytical methods — fundamental, technical, cyclical and volatility analysis, volume flows and back‑testing — and describes strategies focused on long‑term purchases, risk monitoring and selective option overlay strategies while noting it generally does not trade frequently.
Noteworthy for a small, two‑advisor firm is the breadth of its institutional client mix: the ADV indicates it serves advisory firms and investment companies and includes less common institutional types such as other investment advisers, banking/thrift institutions, state or municipal government entities, insurance companies and sovereign wealth fund clients. The brochure also discloses that some principals hold insurance licenses and may sell commission‑based insurance products, a potential conflict the firm says it discloses and manages.
Client services
Expertise
Occupation focus
Fee options
0.25% annually
$100 to $250 per hour
Main office
5001 Horizons Dr., Suite 202
Columbus OH 43220
Advisors at this office
2
Most active in
Ohio · 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Advisors at this firm
Asim S
Series 63, Series 65
Columbus, OH
Sheikh Investments, Inc.
Asim Sheikh is the President, CEO, and owner of Sheikh Investments, Inc., an Ohio-registered investment adviser. He holds Series 63 and Series 65 credentials and has 34 years of industry experience, including a tenure at Moneyblock since 2012. Outside of his advisory role, he serves as a board member of the St Brendan Athletic Association. Sheikh Investments, Inc. manages over $126 million in assets for approximately 166 clients, providing non-discretionary portfolio management, financial planning, and consulting services. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable institutions, corporations, advisory firms, and investment companies, employing a mix of fundamental, technical, and quantitative analytical methods with a focus on long-term strategies and risk monitoring.
Andrew M
Series 66
Columbus, OH
Sheikh Investments, Inc.
Andrew Meadows is a financial advisor at Sheikh Investments, Inc. in Columbus, Ohio, holding a Series 66 designation with 17 years of industry experience. He has been associated with MoneyBlock since 2012. Sheikh Investments, Inc. is an Ohio-registered investment adviser serving approximately 166 clients with $126 million in assets under management. The firm provides portfolio management, financial planning, and consulting to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, charitable institutions, and various institutional entities. The firm employs a range of analytical methods and focuses on long-term investment strategies with risk monitoring and selective option overlays, generally executing trades following client consultation or written discretionary authority.
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