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| RIK Saylor Financial Inc
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|---|---|
| CRD # | 165484 |
| SEC # | 801-121784 |
| CIK # | 0002045268 |
| AUM | 199.2 M (2026-03-25) |
| Employees | 5 (60% 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) | |
|---|---|---|---|
| iShares Silver Trust | 3.3 | ||
| Advanced Drainage Systems Inc | 3.1 | ||
| Apple Inc | 2.5 | ||
| Griffin-American Healthcare REIT IV Inc | 2.3 | ||
| FS KKR Capital Corp | 1.9 | ||
| SPDR Gold Trust | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 280 | 72.5 |
| (b) Individuals (high net worth individuals) | 96 | 122.5 |
| (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 | 1 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,047 | 199.2 |
| By Discretionary | ||
| Discretionary | 1,047 | 199.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,047 | 199.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.2 | |
| Total | 1,047 | 199.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002045268] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 140 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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Sechrest Financial Services LLC
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Bedminster LLC
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|
MJT & Associates Financial Advisory Group Inc
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|
Erickson Financial Group LLC
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