Cyr Financial Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hennepin, IL. Its latest Form ADV filing, dated April 13, 2026, reports $181M in regulatory assets under management, 9 employees, 2 offices, and 1,348 accounts.
Assets Under Management
$181M
Employees
9
Offices
2 offices
Total Clients
472
Primary office
HENNEPIN, IL
220 E HIGH ST, SUITE 102, HENNEPIN, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
426
2
HNWI
9.7%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$181Mas of April 13, 2026
Discretionary100.0%
$181M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$181M
Total Accounts1,348
10Y AUM Change+$68M (+61.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee52:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.