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Rik Saylor Financial, Inc.
RIK Saylor Financial, Inc., headquartered in Fairfield, Ohio, is a registered investment adviser and wealth management firm. Founded over 40 years ago, the firm provides comprehensive wealth management and holistic financial planning services to individuals including high-net-worth clients, families, and business owners. As of 2025, the firm employs 4–5 people and manages assets primarily for individual investors, with a total AUM of approximately $178.9 million. RIK Saylor Financial emphasizes a personalized, long-term approach designed to help clients achieve and preserve financial security.
Investment Strategy
RIK Saylor Financial employs a holistic wealth management approach, focusing on comprehensive financial planning and personalized investment strategies. They work closely with clients—including individuals, families, and business owners—to design portfolios that align with long-term goals, risk profiles, and life circumstances. Their philosophy centers around disciplined execution, maintaining strong client relationships, and providing guidance that adapts to changing markets and life events. The firm manages portfolios for both high-net-worth and other individual investors, focusing on helping clients make and keep wealth while supporting their financial dreams over the long term.
Latest 13F Filing Activity
Rik Saylor Financial, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $130M. The fund increased holdings in Select Sector SPDR TR, Select Sector SPDR TR, Ishares Silver TR among other positions. Rik Saylor Financial, Inc. reduced exposure to Ishares TR, Apple Inc., Chevron Corp. New among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 6.10% | $7.9M | 86,416 | $91.73 | $91.73 | +$33.5K |
Q QQQ | INVESCO QQQ TR | 5.79% | $7.5M | 13,627 | $509.64 | $551.64 | +$1.1M |
T TLT | ISHARES TR | 5.02% | $6.5M | 73,895 | $89.61 | $88.25 | -$264.4K |
I IVW | ISHARES TR | 4.49% | $5.8M | 52,955 | $101.53 | $110.10 | +$915.4K |
M MTUM | ISHARES TR | 3.45% | $4.5M | 18,630 | $206.92 | $240.32 | +$661.7K |
Industry Allocation
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