FAYKUS FINANCIAL, LLC

Overview

Faykus Financial, LLC is an independent, owner-operated registered investment adviser that combines financial planning, discretionary portfolio management and insurance brokerage under a modestly sized platform. The firm serves both individual and family clients as well as institutional relationships, and it acts as a capital allocator — sourcing and placing client capital with third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. Investment activity centers on public funds and mutual funds as the primary vehicle, with the firm also allocating to third‑party alternative managers when the client mandate calls for it. Faykus Financial is not positioned as an ESG investor and does not operate as a multi‑state adviser. Fee arrangements are flexible: percentage of AUM plus hourly and fixed fee options, reflecting a hybrid approach to client billing that supports both ongoing portfolio management and project-based planning work.

Assets & Accounts

Investments & Alternatives

Location & Offices