Firm
Sheikh Investments
Columbus, Ohio
Fee-only
Sheikh Investments at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 170 individual clients, 52 of them high net worth.
- Its average account is about $785,000 (assets it manages divided by its 183 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | sheikhinvestments.co |
| Phone | (614) 824-4652 |
Sheikh Investments fees
Sheikh Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $144 million |
| Individual clients | 118 |
| High-net-worth clients | 52 |
| Accounts managed | 183 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-137555) |
| Financial planning | Offered |
| Form ADV filed | September 19, 2026 |
| SEC record | CRD 305832 |