Herbert J. Sims Capital Management, Inc.

Overview

Herbert J. Sims Capital Management, Inc. is an independent registered investment adviser organized as a corporation. The firm is SEC-registered (registration year 2022) and describes itself as a capital allocator that serves both individual and family clients as well as institutional clients. It charges fees as a percentage of assets under management and combines portfolio management and financial planning services with the ability to select and allocate to third‑party managers. The firm also operates as an insurance broker and maintains industry relationships that include broker‑dealer and registered municipal advisor affiliations. The firm does not identify as an active ESG investor.

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Public Holdings

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Location & Offices