$104.7M Total AUM
$104.7M Disc. AUM
-- 3Y CAGR
3 Employees
837 ADV. Clients
16 yrs Firm Age
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- Custodian
- American Funds · Capital Group
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-19-2010
- Office Locations
- 1
Office Locations
671 Winkler Drive Wooster OH
About Fike Advisors, LLC
Fike Advisors, LLC is an Ohio-based RIA serving retail clients with an emphasis on planning for early retirement (“Retire ASAP”). The firm provides financial and tax planning and offers insurance planning, with portfolios implemented primarily via mutual funds and ETFs. Notably, they publish the Retire ASAP Show podcast and related educational content.
Team overview
47 AVG AGE
$34.9M AVG AUM / ADVISOR
$125.1K AVG AUM / CLIENT
9.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
BRADLEY DEAN FIKE
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2715503
- Ownership
- 50% but less than 75%
Available
Available
Available
TAYLOR DEAN FIKE
--
- CRD
- #6314325
- Ownership
- 25% but less than 50%
Available
Available
Available
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A
Andrew Scogin
--
- CRD
- #8120382
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Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,696,363 | -- |
| Non-Discretionary | $0 | -- |
| Total | $104,696,363 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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