# Sheikh Investments, Inc.

> Sheikh Investments, Inc. is a state-registered investment advisory firm in Columbus, OH, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 19, 2026.

- CRD: 305832
- Filed as: SHEIKH INVESTMENTS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: September 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305832
- AdvisorCensus page: https://advisorcensus.com/firm/sheikh-investments-inc-columbus-oh-305832

## Quick answers

**How is Sheikh Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sheikh Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sheikh Investments, Inc. located?**
Sheikh Investments, Inc.'s principal office is in Columbus, OH, according to its Form ADV.

**Is Sheikh Investments, Inc. registered with the SEC or a state?**
Sheikh Investments, Inc. is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305832.

**How much does Sheikh Investments, Inc. manage?**
Sheikh Investments, Inc. reports $143,611,497 in regulatory assets under management in its Form ADV filing dated September 19, 2026 (0% discretionary).

**What types of clients does Sheikh Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (118); high net worth individuals (52); corporations or other businesses not listed above (7).

**Does Sheikh Investments, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305832

**What changed in Sheikh Investments, Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $126,001,220 to $143,611,497 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $143,611,497
- Discretionary: $0
- Non-discretionary: $143,611,497

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $24,510,704 |
| High net worth individuals | 52 | $105,758,751 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $4,191,995 |
| Charitable organizations | 2 | $3,749,679 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 7 | $5,400,368 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sheikhinvestments.co

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $126,001,220 to $143,611,497 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sheikh Investments, Inc. (CRD 305832): Form ADV filing data as of October 2026.