David Cary Sims
Investment adviser representative at Sims Capital Management LLC
23 yearsExperience
1 stateRegistered in
$56.4MFirm assets
19 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
23 years in the industry.
- Sims Capital Management LLCAug 2003 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (WI).
Sims Capital Management LLC
$56.4MAssets managed
17Clients
1Advisers
19 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
- 4741924
- Firm CRD
- 129398