Timothy Elliott Iltz
Investment adviser representative at Herbert J. Sims Capital Management, Inc.
15 yearsExperience
1 stateRegistered in
$436.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Herbert J. Sims Capital Management, Inc.Aug 2024 to now
- Herbert J. Sims & Co, Inc.Aug 2024 to now
- Aquila Distributors LLCMar 2023 to Aug 2024
- D.A. Davidson & Co.Apr 2011 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (CT).
Herbert J. Sims Capital Management, Inc.
$436.9MAssets managed
350Clients
37Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3085547
- Firm CRD
- 134510