Schayot Financial LLC

Overview

Schayot Financial LLC is an independent registered investment adviser focused on serving individual and family clients, including small-business owners. The firm’s offering centers on financial planning and discretionary portfolio management, delivered through a mix of fee structures—percentage of assets under management, hourly fees and fixed fees—so it can tailor engagements to both ongoing wealth management and project-based planning work. Its operating style leans toward packaged public funds and mutual funds as the primary building blocks for client portfolios, supplemented with external real-estate allocations and annuity options where appropriate. The firm reports no emphasis on ESG investing and is structured as an owner-operated single-family enterprise rather than a multi-state or institutional allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices