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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

SIKICH FINANCIAL

SIKICH CAPITAL MANAGEMENT LLC, CRD 142640

SPRINGFIELD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be0cfd19-1397-9ea2-c9d7-5639f538d675

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 35
Dated events: 7
On other graphs: 0
Observed: Nov 21, 2011 to Mar 27, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.05 related_bd=true related_bank=false bd_reps=7.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 21
RAUM per advisor: $56.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 18
Offices: 10Schedule D 1.F, beyond the principal office
Accounts: 2,482
Individual clients: 919
High net worth clients: 205
SEC number: 801-110142
CRD: 142640
Filings on the tape: 32
First filed: Nov 21, 2011
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, DE
Website: sikich.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT ANDREW PAONI	Certified Financial Planner	SPRINGFIELD, IL	16	21	3	yes
VALERIE ANN JOHNSON	Certified Financial Planner	SPRINGFIELD, IL \| Brookfield, WI	13	45	2	yes
KEITH PATRICK WALLE	Certified Financial Planner	SPRINGFIELD, IL	12	15	n/a	yes
JOSEPH DEAN CONNELL	n/a	SPRINGFIELD, IL \| Maple Grove, MN	11	37	1	no
DOUGLAS HOWARD MATHEY	Personal Financial Specialist	Richfield, OH \| Venice, FL \| SPRINGFIELD, IL	10	15	1	no
LAURA BAILEY CULP	Personal Financial Specialist	SPRINGFIELD, IL \| Naples, FL	10	14	1	no
BARRY CRAIG STARK	n/a	SPRINGFIELD, IL	9	30	4	yes
WADE Allen KAESEBIER	n/a	SPRINGFIELD, IL	8	19	1	no
WESLEY WHAMOND	Certified Financial Planner	SPRINGFIELD, IL \| Naperville, IL	6	27	4	yes
MARIE SCHULZ MARKS	Certified Financial Planner	Indianapolis, IN \| SPRINGFIELD, IL	6	40	9	no
THAO LAN Ta Ring	Certified Financial Planner	SPRINGFIELD, IL \| Indianapolis, IN	5	21	4	yes
Jacob S Merton	Certified Financial Planner	Richfield, OH	4	11	n/a	no
VALERIE CELESTE TURNER	n/a	SPRINGFIELD, IL	4	29	2	yes
Connor McAndrew	Certified Financial Planner	SPRINGFIELD, IL	3	13	n/a	no
Gretchen P Radach	n/a	Naperville, IL	2	22	1	no
DANIEL JOSHUA HAMBURGER	Certified Financial Planner	Burr Ridge, IL	2	13	5	no
MICHAEL ROY SEDLAK	Certified Financial Planner\|Chartered Financial Analyst	Burr Ridge, IL	2	25	2	no
JEAN ANNE GOLLA	n/a	Brookfield, WI \| SPRINGFIELD, IL	1	37	6	no
MARK J GILBERT	Personal Financial Specialist	Naperville, IL \| SPRINGFIELD, IL	1	28	5	no
PAUL EDWARD STANISZEWSKI	Certified Financial Planner	Naperville, IL \| SPRINGFIELD, IL	0	34	9	no
Kelly Wiley	n/a	SPRINGFIELD, IL \| Naperville, IL	0	15	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PAONI, ROBERT, ANDREW	CHIEF EXECUTIVE OFFICER	Na	yes	01/2017	Mar 27, 2026	Mar 27, 2026
SIKICH LLC	PARENT COMPANY	E	yes	05/2024	Mar 27, 2026	Mar 27, 2026
STARK, BARRY, CRAIG	CHIEF COMPLIANCE OFFICER	Na	yes	11/2016	Mar 27, 2026	Mar 27, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SIKICH CORPORATE FINANCE LLC	n/a	n/a	n/a	N	yes	n/a
SIKICH INSURANCE GROUP LLC	n/a	n/a	n/a	N	yes	n/a
SIKICH LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Richfield	Oh	United States	3	no
BURR RIDGE	IL	United States	2	no
Chicago	IL	United States	1	yes
Decatur	IL	United States	1	no
Naperville	IL	United States	1	yes
Indianapolis	In	United States	1	no
ST. LOUIS	Mo	United States	1	no
Brookfield	Wi	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$1.2B	$1.2B	22	18	10	n/a	n/a
2024	Mar 18, 2025	$920M	$920M	23	19	9	n/a	n/a
2023	Mar 21, 2024	$749M	$745M	21	19	9	n/a	n/a
2022	Mar 23, 2023	$486M	$486M	21	19	8	n/a	n/a
2021	Mar 11, 2022	$504M	$504M	19	14	8	n/a	n/a
2020	Mar 10, 2021	$440M	$415M	16	15	8	n/a	n/a
2019	Mar 23, 2020	$387M	$365M	14	11	8	n/a	n/a
2018	Mar 21, 2019	$387M	$362M	14	11	8	n/a	n/a
2017	Mar 8, 2018	$298M	$277M	14	10	8	n/a	n/a
2011	Mar 28, 2012	$43.3M	$43.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	2	0	9.5%	1	0	0	7	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$920M	28.3%	$486M	34.4%	22	23	10	9

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GOLDEN TRAIL ADVISERS	2	Dec 31, 2023	Dec 13, 2023	BURR RIDGE, IL	Team lift out	Other	100.0%
BCG WEALTH ADVISORS, LLC	3	Jun 6, 2016	Jun 8, 2016	AKRON, OH	Firm absorbed	Other	100.0%

Relationships

Registered with (31)

← Kelly WileyAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← PAUL EDWARD STANISZEWSKIAdvisorregistration: current employment
Apr 15, 2026 to presentfactForm ADV
← MARK J GILBERTAdvisorregistration: current employment
Jul 28, 2025 to presentfactForm ADV
← JEAN ANNE GOLLAAdvisorregistration: current employment
Feb 27, 2025 to presentfactForm ADV
← MICHAEL ROY SEDLAKAdvisorregistration: current employment
Dec 13, 2023 to presentfactForm ADV
← DANIEL JOSHUA HAMBURGERAdvisorregistration: current employment
Dec 11, 2023 to presentfactForm ADV
← Gretchen P RadachAdvisorregistration: current employment
Dec 1, 2023 to presentfactForm ADV
← Connor McAndrewAdvisorregistration: current employment
Jan 19, 2023 to presentfactForm ADV
← VALERIE CELESTE TURNERAdvisorregistration: current employment
Jan 19, 2022 to presentfactForm ADV
← Jacob S MertonAdvisorregistration: current employment
Jan 10, 2022 to presentfactForm ADV
← THAO LAN Ta RingAdvisorregistration: previous registration
Mar 10, 2016 to Jun 3, 2019factForm ADV
← MARIE SCHULZ MARKSAdvisorregistration: current employment
Mar 17, 2020 to presentfactForm ADV
← WESLEY WHAMONDAdvisorregistration: current employment
Mar 3, 2020 to presentfactForm ADV
← WADE Allen KAESEBIERAdvisorregistration: current employment
Sep 26, 2017 to presentfactForm ADV
← BARRY CRAIG STARKAdvisorregistration: current employment
Dec 7, 2016 to presentfactForm ADV
← LAURA BAILEY CULPAdvisorregistration: current employment
Jun 2, 2016 to presentfactForm ADV
← DOUGLAS HOWARD MATHEYAdvisorregistration: current employment
Jun 1, 2016 to presentfactForm ADV
← JOSEPH DEAN CONNELLAdvisorregistration: current employment
Oct 7, 2014 to presentfactForm ADV
← KEITH PATRICK WALLEAdvisorregistration: current employment
Oct 8, 2013 to presentfactForm ADV
← VALERIE ANN JOHNSONAdvisorregistration: current employment
Aug 1, 2013 to presentfactForm ADV
← ROBERT ANDREW PAONIAdvisorregistration: current employment
Jan 8, 2010 to presentfactForm ADV
← Connor M LawAdvisorregistration: previous registration
Mar 13, 2023 to Mar 20, 2026factForm ADV
← Magdalena WoronieckiAdvisorregistration: previous registration
Sep 13, 2022 to Jan 9, 2026factForm ADV
← Noah SkinnerAdvisorregistration: previous registration
Mar 16, 2021 to Dec 2, 2022factForm ADV
← Laura Steffey MossAdvisorregistration: previous registration
Nov 18, 2019 to Oct 1, 2021factForm ADV
← WES JAMES HAWKINSAdvisorregistration: previous registration
Jun 8, 2016 to Jan 28, 2020factForm ADV
← Kathryn Michelle SennAdvisorregistration: previous registration
Feb 20, 2019 to Jan 3, 2020factForm ADV
← THOMAS SCOTT ROFFERSAdvisorregistration: previous registration
Apr 5, 2016 to Jul 6, 2017factForm ADV
← CURTIS JON VORACHEKAdvisorregistration: previous registration
Oct 23, 2014 to Nov 4, 2015factForm ADV
← THOMAS EDWARD HARTYAdvisorregistration: previous registration
Oct 8, 2013 to Mar 20, 2015factForm ADV
and 1 more

Controls (3)

← PAONI, ROBERT, ANDREWOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 7, 2017 to Aug 26, 2024factForm ADV
← STARK, BARRY, CRAIGOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 7, 2017 to Aug 26, 2024factForm ADV
← SIKICH LLCOwnerPARENT COMPANY, ownership code E, domestic entity
May 17, 2024 to Aug 26, 2024factForm ADV

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
Sikich Financial reported RAUM $1.2B, up 28% from $920.0M (2025-03-18 to 2026-03-27)
Form ADVobserved 4 days ago
$260M
Occurred
Mar 20, 2026
Advisor changed firm
Connor M Law left Sikich Financial for Crusonia Wealth Advisors Llc (registered 2026-04-08)
Form ADVobserved 4 days ago
Occurred
Jan 9, 2026
Advisor changed firm
Magdalena Woroniecki left Sikich Financial for Huntington Financial Advisors (registered 2026-02-11)
Form ADVobserved 4 days ago
Occurred
Mar 21, 2024
Regulatory AUM changed
Sikich Financial reported RAUM $749.1M, up 54% from $486.4M (2023-12-11 to 2024-03-21)
Form ADVobserved 4 days ago
$263M
Occurred
Dec 31, 2023
Team lift-out
2 advisors left Golden Trail Advisers (Burr Ridge, IL) for Sikich Financial on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 2, 2022
Advisor changed firm
Noah Skinner left Sikich Financial for Skinner, Copper & Ehmen Wealth Management, Llc (registered 2023-01-03)
Form ADVobserved 4 days ago
Occurred
Mar 7, 2017
First Form ADV filing
Sikich Financial filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be0cfd19-1397-9ea2-c9d7-5639f538d675
First observed: Nov 21, 2011
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SIKICH FINANCIAL

SIKICH CAPITAL MANAGEMENT LLC, CRD 142640

SPRINGFIELD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be0cfd19-1397-9ea2-c9d7-5639f538d675

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:08 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT ANDREW PAONI

Certified Financial Planner

SPRINGFIELD, IL

yes

VALERIE ANN JOHNSON

Certified Financial Planner

SPRINGFIELD, IL | Brookfield, WI

yes

KEITH PATRICK WALLE

Certified Financial Planner

SPRINGFIELD, IL

n/a

yes

JOSEPH DEAN CONNELL

n/a

SPRINGFIELD, IL | Maple Grove, MN

DOUGLAS HOWARD MATHEY

Personal Financial Specialist

Richfield, OH | Venice, FL | SPRINGFIELD, IL

LAURA BAILEY CULP

Personal Financial Specialist

SPRINGFIELD, IL | Naples, FL

BARRY CRAIG STARK

n/a

SPRINGFIELD, IL

yes

WADE Allen KAESEBIER

n/a

SPRINGFIELD, IL

WESLEY WHAMOND

Certified Financial Planner

SPRINGFIELD, IL | Naperville, IL

yes

MARIE SCHULZ MARKS

Certified Financial Planner

Indianapolis, IN | SPRINGFIELD, IL

THAO LAN Ta Ring

Certified Financial Planner

SPRINGFIELD, IL | Indianapolis, IN

yes

Jacob S Merton

Certified Financial Planner

Richfield, OH

n/a

VALERIE CELESTE TURNER

n/a

SPRINGFIELD, IL

yes

Connor McAndrew

Certified Financial Planner

SPRINGFIELD, IL

n/a

Gretchen P Radach

n/a

Naperville, IL

DANIEL JOSHUA HAMBURGER

Certified Financial Planner

Burr Ridge, IL

MICHAEL ROY SEDLAK

Certified Financial Planner|Chartered Financial Analyst

Burr Ridge, IL

JEAN ANNE GOLLA

n/a

Brookfield, WI | SPRINGFIELD, IL

MARK J GILBERT

Personal Financial Specialist

Naperville, IL | SPRINGFIELD, IL

PAUL EDWARD STANISZEWSKI

Certified Financial Planner

Naperville, IL | SPRINGFIELD, IL

Kelly Wiley

n/a

SPRINGFIELD, IL | Naperville, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PAONI, ROBERT, ANDREW

CHIEF EXECUTIVE OFFICER

yes

01/2017

Mar 27, 2026

SIKICH LLC

PARENT COMPANY

yes

05/2024

Mar 27, 2026

STARK, BARRY, CRAIG

CHIEF COMPLIANCE OFFICER

yes

11/2016

Mar 27, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SIKICH CORPORATE FINANCE LLC

n/a

yes

n/a

SIKICH INSURANCE GROUP LLC

n/a

yes

n/a

SIKICH LLC

n/a

City

State

Country

Employees

Also broker-dealer

Richfield

United States

BURR RIDGE

United States

Chicago

United States

yes

Decatur

United States

Naperville

United States

yes

Indianapolis

United States

ST. LOUIS

United States

Brookfield

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$1.2B

n/a

2024

Mar 18, 2025

$920M

n/a

2023

Mar 21, 2024

$749M

$745M

n/a

2022

Mar 23, 2023

$486M

n/a

2021

Mar 11, 2022

$504M

n/a

2020

Mar 10, 2021

$440M

$415M

n/a

2019

Mar 23, 2020

$387M

$365M

n/a

2018

Mar 21, 2019

$387M

$362M

n/a

2017

Mar 8, 2018

$298M

$277M

n/a

2011

Mar 28, 2012

$43.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

9.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$920M

28.3%

$486M

34.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GOLDEN TRAIL ADVISERS

Dec 31, 2023

Dec 13, 2023

BURR RIDGE, IL

Team lift out

Other

100.0%

BCG WEALTH ADVISORS, LLC

Jun 6, 2016

Jun 8, 2016

AKRON, OH

Firm absorbed

Other

100.0%