# Cory Sims

> Cory Sims is a fee-only financial advisor at Sims Investment Management in Cincinnati, Ohio. Sims Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cory-sims/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sims Investment Management
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $304.6M across 1,686 accounts
- **CRD:** 6099496 (https://adviserinfo.sec.gov/individual/summary/6099496)
- **SEC registration:** Investment adviser representative in LA, OH, TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 12 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.simsinvestment.com

## Frequently asked questions

### Is Cory Sims a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cory holds no broker registration, and Sims Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cory charge for financial advice?

Cory's firm, Sims Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Cory Sims based?

Cory Sims is based in Cincinnati, Ohio.

### Is Cory Sims registered with the SEC?

Yes. Cory Sims is registered as an investment adviser representative in LA, OH and TX (CRD 6099496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sims Investment Management manage?

Sims Investment Management reports $304.6M across 1,686 accounts in assets under management.

### How do I contact Cory Sims?

Through Cory's website, www.simsinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6099496): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.simsinvestment.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.