Fike Advisors, LLC
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
FINTRXOverview
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.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
3 of 3
Taylor Fike
Retirement SpecialistCRD 6314325
Andrew Scogin
Investment Advisor RepresentativeCRD 8120382

Bradley Fike
Founder and Retirement ProfessionalCRD 2715503
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Wooster, OH
Wayne
Location
Wooster, OH
Headquartered in Wooster, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Wayne
- Address
- 671 Winkler Dr
- Time zone
- ET (UTC-5)
- Office locations
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