William David Justice

Employer firm

Sims Investment Management LLC CRD 169491

$305M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2025 → Present
  Sims Investment Management Llc
  Cincinnati, OH
• 08/2023 → 05/2025
  Family Financial Partners
  Lexington, KY
• 08/2021 → 05/2025
  University Of Kentucky
  Lexington, KY
• 05/2023 → 08/2023
  Westerville Golf Center
  Westerville, OH
• 08/2022 → 05/2023
  University Of Kentucky
  Lexington, KY
• 05/2022 → 08/2022
  New Albany Country Club
  New Albany, OH
• 06/2019 → 08/2021
  I9 Sports
  Columbus, OH
• 08/2017 → 05/2021
  Westerville Central High School
  Westerville, OH
• 06/2019 → 08/2019
  Westerville Area Resource Ministry
  Westerville, OH
• 06/2020 → 08/2020
  Westerville Area Resource Ministry
  Westerville, OH
• 06/2021 → 08/2021
  Westerville Area Resource Ministry
  Westerville, OH
• 01/2015 → 08/2017
  Student
  Westerville, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-14