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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- HorizonBridge
- Established Date
- 09-16-2015
- Office Locations
- 2
Office Locations
About CYR Financial Inc.
Cyr Financial Wealth Advisors is an Illinois-based RIA and CPA firm focused on retirees and pre-retirees (typically $1M+ in retirement savings). The team delivers holistic retirement planning and investment management with integrated tax strategy and preparation—covering income planning, Social Security optimization, Roth conversions, estate planning, and long-term care. Their proprietary AIM Retirement System (Assess, Implement, Monitor) and every-meeting “retirement team” model are key differentiators.
Team overview
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Custodian
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Owner & Executives
CHRISTIAN JOHN CYR
Chief Compliance Officer, Chief Financial Officer, President
- CRD
- #6010299
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Emma Marie Bean
Chief Investment Officer
- CRD
- #8012766
Caleb N Bjerk
--
- CRD
- #6883084
Frontier pioneer
Meridian matrix crest
- CRD
- #84623
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,516,603 | $133,914 |
| Non-Discretionary | $0 | -- |
| Total | $180,516,603 | $133,914 |
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Separately Managed Accounts
Total SMA Asset: $180,516,603
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $190,008,881 | 34.2% |
| Cash | $97,226,767 | 17.5% |
| U.S. Government/Agency | $268,345,876 | 48.3% |
| Total | $555,581,524 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON VALUE | RIDGE PATHWAY | UI09QUI1N | XMUFC | 1.62% | $72,132,523 |
| PATHWAY MERIDIAN | VITAL OPTIMA | RG348SK85 | LOW | 1.83% | $105,154,776 |
| SIGNAL WAVE | MATRIX INSIGHT | 3XAW7D13X | MVN | 3.55% | $62,126,525 |
| SIGNAL WAVE FOCUS | MERIDIAN ZENITH | OVEKRGWNJ | UTGC | 1.62% | $115,566,646 |
| CAPITAL PIONEER | EMBER VERTEX | HBGHIQ9LK | BJU | 1.41% | $62,771,420 |
| PIONEER VITAL ZENITH | SUMMIT SUMMIT | CP6ZBT156 | AQNM | 2.17% | $64,303,864 |
| VERTEX MERIDIAN | MERIDIAN SIGNAL | HE3CFQ80C | QIDC | 11.65% | $116,466,624 |
| CAPITAL PEAK | MERIDIAN FOCUS | PF2DTH68J | FIGUP | 1.42% | $119,226,681 |