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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| RIK Saylor Financial Inc
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|---|---|
| CRD # | 165484 |
| SEC # | 801-121784 |
| CIK # | 0002045268 |
| AUM | $178.9 M (2025-05-01) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 513-829-8888 |
| Address | 1241 Nilles Road Fairfield, OH 45014 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| FS KKR Capital Corp | 4.0 | ||
| iShares Bitcoin Trust | 3.1 | ||
| Advanced Drainage Systems Inc | 2.9 | ||
| Apple Inc | 2.1 | ||
| iShares Silver Trust | 2.0 | ||
| Griffin-American Healthcare REIT IV Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 283 | 63.2 |
| (b) Individuals (high net worth individuals) | 102 | 112.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,047 | 178.9 |
| By Discretionary | ||
| Discretionary | 1,047 | 178.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,047 | 178.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 178.9 | |
| Total | 1,047 | 178.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002045268] |
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|---|---|---|
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✚
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Polaris Investment Advisors LLC
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|
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OH | 0.2 |
|
JE Simmons & Co PC
✚
|
TX | 0.2 |