Ryan Atkins
Sims Investment Management · Cincinnati, Ohio
Ryan Atkins 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.
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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 |
| Assets under management | $304.6M across 1,686 accounts |
| SEC registration | Investment adviser representative in OH · CRD 7440717 |
| Exams passed | Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.simsinvestment.com |
| Profile |
How Ryan's firm compares
- Sims Investment Management's average account is about $181,000, from its Form ADV (assets managed divided by 1,686 accounts).
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Questions about Ryan
Is Ryan Atkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, Sims Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Atkins based?
Ryan Atkins is based in Cincinnati, Ohio.
Is Ryan Atkins registered with the SEC?
Yes. Ryan Atkins is registered as an investment adviser representative in OH (CRD 7440717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Ryan Atkins?
Through Ryan's website, www.simsinvestment.com.
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
- Sims Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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