CRD: 174535
Sawyer Investment Management Company
$337.0K Total AUM
$337.0K Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
11 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-17-2015
- Office Locations
- 1
Office Locations
1005 Glade Road Suite 135 Colleyville TX
About Sawyer Investment Management Company
Sawyer Investment Management Company (SIMCO) is a Texas-registered, owner-operated RIA in Colleyville focused on researching and managing equity portfolios of publicly traded banks, emphasizing earnings quality, risk control, and valuation discipline. Founded in 2015, it is led by Ryan Sawyer (CFA, CPA) with equity portfolio management experience since 2013.
Team overview
-- AVG AGE
$337.0K AVG AUM / ADVISOR
$42.1K AVG AUM / CLIENT
11.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RYAN ALEXANDER SAWYER
Owner, Principal
- CRD
- #6120795
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $337,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $337,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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