Douglas Howard Mathey

Employer firm

Sikich Financial CRD 142640

$1.18B regulatory AUM 89 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 12/2023
  Sikich Capital Management Llc
  Akron, OH
• 06/2016 → 12/2023
  Sikich Llp
  Naperville, IL
• 12/2023 → Present
  Sikich Capital Management Llc
  Richfield, OH
• 01/2024 → 05/2024
  Sikich Llp
  Richfield, OH
• 05/2024 → Present
  Sikich Llc
  Richfield, OH

Previous Registrations

• 2011-08-10 → 2016-06-06
  Bcg Wealth Advisors, Llc
  Akron, OH

Other Businesses

Sikich LLC 1415 W. Diehl Road, Suite 400 Naperville, IL 60563 ACCOUNTING FIRM NON-INVESTMENT RELATED June 2016-PRESENT Partner MR. MATHEY CURRENTLY DEVOTES APPROXIMATELY 40 HOURS PER MONTH TO THE ACCOUNTING FIRM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-06-23

Designations

• Personal Financial Specialist

Other Names

• Douglas H. Mathey