Stephen
Sims
Braemont Capital
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About this Advisor
Stephen Sims is a financial advisor based in Dallas, Texas, working with Braemont Capital. Stephen has previously held positions 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, and Braemont Capital Management LLC. Stephen has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Stephen is part of Braemont Capital, which operates out of Dallas, Texas. The firm has 1 office and 11 employees. The firm manages assets totaling $559.3 million and offers portfolio management for pooled investment vehicles. The fee structure at Braemont Capital includes asset-based and performance-based fees.
Certifications and Registrations
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Braemont Capital Brokerage Details
$559,305,000
11
3
$186,435,000
Investment Advisory Services
- Portfolio management for pooled investment vehicles
Stephen Sims Work History
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
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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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