Overview
Assets Under Management: $199 million
Headquarters: FAIRFIELD, OH
High-Net-Worth Clients: 96
Average Client Assets: $1.3 million
Frequently Asked Questions
RIK SAYLOR FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165484), RIK SAYLOR FINANCIAL, INC. is subject to fiduciary duty under federal law.
RIK SAYLOR FINANCIAL, INC. is headquartered in FAIRFIELD, OH.
RIK SAYLOR FINANCIAL, INC. serves 96 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, RIK SAYLOR FINANCIAL, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RIK SAYLOR FINANCIAL, INC. manages $199 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, RIK SAYLOR FINANCIAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.49%
Average Client Assets: $1.3 million
Total Client Accounts: 1,047
Discretionary Accounts: 1,047
Regulatory Filings
CRD Number: 165484
Filing ID: 2073084
Last Filing Date: 2026-03-25 17:31:32