CYR Financial Inc.

RIASEC Registered

Total AUM

$181M

Discretionary

$181M

100% of AUM

Avg account

$134K

Accounts

1,348

Employees

Advisory reps

Firm details

Headquarters: Hennepin, Illinois
CRD number: 277118
Registered since: March 1, 2024
Website: www.cyrfinancial.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Performance Based Fees
Client types: Individuals55.24%
HNWI44.76%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

CYR Financial Inc. is an independent, owner-operated registered investment adviser organized as a corporation. The firm is registered with the SEC and registered in 2024. It focuses on wealth management for individuals and families and provides financial planning and portfolio management for individuals and small businesses. In addition to advisory services, the firm operates as an insurance broker and offers accounting services, which supports its use of insurance products within client programs. CYR Financial uses a range of fee arrangements—percentage of AUM, hourly, subscription, fixed fees and performance-based fees—allowing flexibility depending on client needs. The firm is not structured as a capital allocator and does not identify as an ESG-focused or multi-state adviser in its filings.