Sheikh Investments, Inc.

RIAState Registered

Total AUM

$144M

Discretionary

0% of AUM

Avg account

$785K

Accounts

183

Employees

Advisory reps

Firm details

Headquarters: Columbus, Ohio
CRD number: 305832
Website: sheikhinvestments.co
Custodians: INVESTMENT MANAGEMENT COMPANY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.64%
Individuals17.07%
Corporations / Businesses3.76%
Pension & Profit Sharing Plans2.92%
Charitable Organizations2.61%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Sheikh Investments, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional accounts, focusing on financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. Sheikh Investments reports it is not an active ESG investor and does not operate as a multi‑state adviser, pension consultant, or related adviser; it does not act as a capital allocator.