WYKRENT, DAMON

Overview

Wykrent, Damon operates as a sole proprietorship and an independent registered investment adviser serving individual and family clients. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, billing via a mix of percentage of AUM, hourly charges and fixed fees. Investment activity is tilted heavily toward public equities; the ADV shows a clear preference for exchange-traded instruments as the dominant asset class. The firm is not an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant. Portfolio construction appears straightforward and equity-centric, aimed at individualized client portfolios rather than broad institutional mandates. The client base is small and concentrated, which supports personalized planning and portfolio oversight. Custody is primarily handled through Charles Schwab & Co., Inc., consistent with a model that combines direct equity exposure with mutual fund holdings where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices