A complete list of active advisors currently associated with SIMS Capital Management LLC

Warmer can help you find a great advisor at SIMS Capital Management LLC or one who fits your needs even better.

Sims Capital Management LLC provides investment advisory services to retail investors and acts as portfolio manager for two investment funds, making and monitoring investment decisions on clients’ behalf with accounts maintained at third‑party custodians. The firm’s investment work emphasizes common stocks, preferred stocks, closed‑end mutual funds and special situations. Sims Capital generally operates with discretionary authority to implement trades and conducts ongoing monitoring of client accounts, although it will consult with clients prior to transactions in some cases. The firm discloses a practice of prioritizing client allocations when presented with limited investment opportunities, with principals ineligible to participate until client needs are met. It is atypical among similar advisers to both manage investment companies and to count investment funds among clients; Sims Capital states it serves two investment funds in addition to retail investors. The firm also reports no disciplinary history and notes it does not receive compensation from custodians, which it identifies as reducing certain custody‑related conflicts.

To learn more about the advisors currently working at SIMS Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
David Sims	Milwaukee, WI	17

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