Francis Nathanael Simms
Investment adviser representative at Northcoast Asset Management LLC
18 yearsExperience
1 stateRegistered in
$5BFirm assets
10 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.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Northcoast Asset Management LLCFeb 2025 to now
- Kovitz Investment Group Partners, LLCJun 2024 to now
- Connectus WealthNov 2021 to Jun 2024
- Quasar Distributors, LLCDec 2019 to Jun 2024
- Northcoast Asset ManagementApr 2019 to Oct 2021
- Charles Schwab BankAug 2009 to Mar 2019
- Charles Schwab & Co., Inc.Feb 2008 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (FL).
Northcoast Asset Management LLC
$5BAssets managed
4,486Clients
31Advisers
10 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
- 5501809
- Firm CRD
- 282241