FIKE ADVISORS, LLC

RIASEC Registered

Total AUM

$105M

Discretionary

$105M

100% of AUM

Avg account

$142K

Accounts

735

Employees

Advisory reps

Firm details

Headquarters: WOOSTER, Ohio
CRD number: 153568
Website: www.fikeadvisors.com
Custodians: THE CAPITAL GROUP SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals73.11%
HNWI26.89%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fike Advisors, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company that serves individual and family clients. The firm positions itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee, and other fee structures. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. It maintains an industry affiliation with an insurance company and is not identified as part of a related-adviser group.