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- Custodian
- Axos · Equity Trust · ETC Brokerage · Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2010
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 137 clients, or 137 clients per representative. That equates to $687.7K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Lyke Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JERRY ALLEN LYKE
Investment Advisor, President
- CRD
- --
- Ownership
- 75% or more
TREVOR ALLEN LYKE JD
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #2744406
- Ownership
- Less than 5%
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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
SMA allocation detail is available
Lyke Financial has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.