$94.2M Total AUM
$94.2M Disc. AUM
-- 3Y CAGR
3 Employees
137 ADV. Clients
16 yrs Firm Age
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- Custodian
- Axos · ETC Brokerage · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-01-2010
- Office Locations
- 1
Office Locations
4017 Whipple Avenue NW Canton OH
About Lyke Financial
Lyke Financial is an independent, fee-only advisory team in Canton, Ohio providing personalized investment management and financial planning, including portfolio rebalancing and retirement planning. The firm serves individuals and business owners/entrepreneurs and builds allocation-driven portfolios primarily using public funds, with in-house compliance leadership.
Team overview
54 AVG AGE
$94.2M AVG AUM / ADVISOR
$687.7K AVG AUM / CLIENT
16 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Fund Managers
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
J
JERRY ALLEN LYKE
Investment Advisor, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
T
TREVOR ALLEN LYKE JD
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #2744406
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,215,978 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,215,978 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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