RIK SAYLOR FINANCIAL, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $199.2M |
| Discretionary | $199.2M100% of AUM |
| Client Accounts | 1,047 |
| Avg Account Size | $190K |
| Employees | 5 |
| Peak AUM | $199.2MMar 2026 |
| AUM CAGR | +12.8% /yrover 5 yrs · 13 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $199M | +11.3% | +17.1% | +12.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $199.2M |
| Discretionary | $199.2M |
| Employees | 5 |
| Client Accounts | 1047 |
| Client Range | 1-10 |
Contact & Location
Address
1241 NILLES ROAD
FAIRFIELD OH 45014
Phone
(513) 829-8888
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$199M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported