RIK Saylor Financial, Inc.
Firm details
- Headquarters
- Fairfield, Ohio
- CRD number
- 165484
- Registered since
- July 16, 2021
- Website
- www.riksaylorfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.49%
- Individuals36.38%
- Corporations / Businesses2.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
RIK Saylor Financial, Inc. is an independent, SEC-registered investment adviser (registered in 2021) owned by an individual. The firm serves both individual and family clients as well as institutional clients and bills using a mix of percentage-of-AUM, hourly, and fixed fees. Core advisory capabilities listed in filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Filings indicate a preference for equity investments and the firm is not positioned as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Cash & Cash Equivalents14%
- Other9%
- Public Funds/Mutual Funds4%
Contacts
3 of 3
Nathanial Parker
Associate Wealth AdvisorCRD 5522033
Rik Saylor
President & Investment Advisor RepresentativeCRD 2603784
Eric Hamberg
Vice PresidentCRD 5324635
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$151M in ETFs
98%
$149M
2%
$2.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $9.6M | 13,056 | 6.35% |
Location
Fairfield, OH
Butler
Location
Fairfield, OH
Headquartered in Fairfield, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Butler
- Address
- 1241 Nilles Rd
- Time zone
- ET (UTC-5)
- Office locations
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