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RIK SAYLOR FINANCIAL, INC.

FAIRFIELD, OH · CRD 165484 · IAPD ↗ · riksaylorfinancial.com · (513) 829-8888

$199.2MRegulatory AUM
3Advisory reps
5Employees
140Clients
1-10Planning clients
0Private funds
6States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — RIK SAYLOR FINANCIAL, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
April 2025 — RIK SAYLOR FINANCIAL, INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2024 — RIK SAYLOR FINANCIAL, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.