Schayot Financial LLC
Firm details
- Headquarters
- Metairie, Louisiana
- CRD number
- 337315
- Website
- schayotfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI54.86%
- Individuals45.14%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Schayot Financial LLC is an independently owned registered investment adviser organized as an LLC. The firm serves individual and family clients and provides financial planning and discretionary portfolio management for individuals and small businesses. Compensation is flexible—Schayot Financial charges a percentage of assets under management and also offers hourly and fixed-fee arrangements. The firm is not active on ESG investing, does not act as a capital allocator, and does not present itself as a multi-state or pension consultant adviser.
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 Funds68%
- Exchange Traded Equities17%
- Cash & Cash Equivalents8%
- Sovereign Bonds5%
- US Government Bonds2%
Contacts
1 of 1
Scott Schayot
Registered RepresentativeCRD 1713399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Metairie, LA
Jefferson
Location
Metairie, LA
Headquartered in Metairie, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Jefferson
- Address
- 3838 N Causeway Blvd
- Time zone
- CT (UTC-6)
- Office locations
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