Sikich Financial

Sikich Financial is led by a team of investment advisors and portfolio managers operating under the oversight of Sikich LLP's executive leadership. Specific named principals are not publicly listed in firm marketing materials. The firm operates as a registered investment advisor with the SEC, disclosing its investment committee structure in Form ADV filings.

Sikich Financial does not source proprietary deal flow. The firm is a fee-only RIA that constructs portfolios using publicly traded securities such as ETFs, mutual funds, and separately managed accounts. It does not engage in private equity direct investing, hedge fund allocations, or venture capital selection.

Sikich Financial is clearly structured as an RIA, not a family office. It is a registered investment advisor under the Investment Advisers Act of 1940, providing financial planning and investment management to individuals, high-net-worth clients, and institutions. It does not operate with a single-family or multi-family office legal structure.

Sikich Financial does not participate in fund commitments or direct private deals. Its investment approach relies on third-party ETFs, mutual funds, and separately managed accounts. The firm does not allocate to hedge funds, private equity funds, or direct co-investments, per its public advisory profile.

Sikich Financial does not target investment stages in the venture capital or private equity sense. It constructs diversified portfolios across liquid asset classes — domestic and international equities, fixed income, and cash equivalents — using models aligned with client risk tolerance and time horizon.

Sikich Financial is a wholly owned subsidiary of Sikich LLP, a top-50 US accounting and consulting firm. Sikich LLP provides audit, tax, technology, and advisory services to mid-market companies. The RIA sits within the broader professional services organization, leveraging the parent firm's existing client relationships for cross-referrals.

Sikich Financial serves clients whose wealth originates from entrepreneurial business ownership, corporate executive compensation, and retirement plan assets. The firm does not manage a single concentrated fortune. Its AUM comes from pools of individual clients and institutional retirement plans rather than a founding family.