$18.0M Total AUM
$18.0M Disc. AUM
-- 3Y CAGR
3 Employees
49 ADV. Clients
8 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthSummit +more
- Established Date
- 08-23-2017
- Office Locations
- 1
Office Locations
13809 Research Blvd. Suite 537 Austin TX
About Faykus Financial, LLC
Faykus Financial, LLC is an Austin-based, values-driven wealth management firm serving successful families seeking to turn financial success into lasting legacy and impact. The firm provides consultative wealth management, goals-based investment management, risk management, and legacy and philanthropic planning to align portfolios and giving strategies with client goals.
Team overview
58 AVG AGE
$9.0M AVG AUM / ADVISOR
$367.5K AVG AUM / CLIENT
8.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
Full visibility includes strategy notes for frontier foundation harbor.
Unlock to compare peer behavior around wave element.
See the complete signal summary connected to pathway.
Unlock to see real insight on wave catalyst ridge.
Full visibility includes strategy notes for momentum wave quantum.
Unlock to see real insight on value matrix.
See the complete signal summary connected to horizon.
Unlock to see real insight on vital harbor zenith.
Asset Classes
Vertex Harbor wave Pioneer ridge Fusion Meridian Signal quantum
Client Personas
Vector delta Horizon
CRM
Atlas
Custodian
North catalyst Pathway atlas
Investment Themes
Momentum beacon Eagle oak Fusion pathway Beacon Alpha Radial
Investment Vehicles
Wave timber
Platform
Crest
Services
Foundation focus Horizon value Unison fusion Foundation Vital Legacy Vector catalyst North frontier Foundation Pathway ember
Technology
Crest Oak Foundation
Owner & Executives
S
SUSAN RENE' FAYKUS
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member, Wealth Manager
- CRD
- #1760717
- Ownership
- 75% or more
(430) 414-8669
catalyst.foundation@frontiercapital.com
in linkedin.com/in/wave-value
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,007,208 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,007,208 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,007,208
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,074,706,787 | 100.0% |
| Total | $4,074,706,787 | 100.0% |