Asim Sheikh
Sheikh Investments · Columbus, Ohio
Asim Sheikh is a fee-only financial advisor at Sheikh Investments in Columbus, Ohio. Sheikh Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sheikh Investments |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $143.6M across 183 accounts |
| SEC registration | Investment adviser representative in OH · CRD 2242300 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.sheikhinvestments.co |
| Profile |
How Asim's firm compares
- Sheikh Investments's average account is about $785,000, from its Form ADV (assets managed divided by 183 accounts).
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Questions about Asim
Is Asim Sheikh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Asim holds no broker registration, and Sheikh Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Asim charge for financial advice?
Asim's firm, Sheikh Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Asim Sheikh based?
Asim Sheikh is based in Columbus, Ohio.
Is Asim Sheikh registered with the SEC?
Yes. Asim Sheikh is registered as an investment adviser representative in OH (CRD 2242300), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sheikh Investments manage?
Sheikh Investments reports $143.6M across 183 accounts in assets under management.
How do I contact Asim Sheikh?
Through Asim's website, www.sheikhinvestments.co.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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