Stephen
Sims
Braemont Capital
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About this Advisor
Stephen Sims is a chartered financial analyst who works in Dallas, Texas, with 2 years of relevant experience. Sims currently works for Braemont Capital. During their career, Sims has held roles at J.P. Morgan Chase Bank Na, J.P. Morgan Securities LLC, J.P. Morgan Chase, Fuqua School Of Business, The Stephens Group, Duke University, New Republic Capital, LLC, New Republic Securities, LLC and Braemont Capital Management LLC. Sims holds Series 66 and Series 63 licenses, certifying them as a securities broker, and is able to serve investors in North Carolina and Texas. Braemont Capital is an advisory company based in Dallas, TX. The firm has a total of 13 financial advisors. It manages $502 million in total assets between its two client accounts, making it one of the bigger investment advisory firms in the country by assets under management. Braemont Capital offers portfolio management for pooled investment vehicles. Fees for financial advisory services usually are based on the services provided. However, fees billed by Braemont Capital most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Braemont Capital Brokerage Details
$501,755,000
13
2
$250,877,500
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Stephen Sims Work History
Stephen has been registered as a financial advisor for 2 years.*
New Republic Securities, LLC
Braemont Capital Management LLC
New Republic Capital, LLC
J.P. Morgan Chase Bank Na
J.P. Morgan Securities LLC
J.P. Morgan Chase
Fuqua School Of Business
Fuqua School Of Business
Duke University
The Stephens Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Stephen Sims to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Braemont Capital
Dallas, TX
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