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Sikes Financial Services
Sikes Financial Services is an SEC-registered investment adviser in Boca Raton, FL. The firm manages approximately $4 million in regulatory assets.
Sikes Financial Services
Sikes Financial Services is an SEC-registered investment adviser in Boca Raton, FL. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Eric Sikes
CEO and Founder
Frequently asked questions
Who runs investment decisions at Sikes Financial Services?
Eric Sikes serves as CEO and founder and holds a Series 65 securities license. He is the named fiduciary and advisor behind the investment management sleeve offered through the FinancializeIt! membership.
How does the FinancializeIt! subscription model work, and who is it for?
FinancializeIt! is a $97-per-month membership that bundles financial education videos, a personalized financial plan, tax preparation and filing support, and ongoing access to a dedicated human advisor. It targets young professionals, parents with teens, and small business owners who typically fall below the asset minimums of traditional advisory firms.
Is Sikes Financial Services structured as a family office or an advisory practice?
It operates as a Registered Investment Advisory (RIA) firm. Its primary commercial offering is the direct-to-consumer FinancializeIt! subscription, supplemented by FinancializeIt! for Business, which addresses small-business financial management.
What investment stages or asset classes does the firm typically target for clients?
The firm offers portfolio setup, management and monitoring as an optional add-on inside the subscription; it does not publicly target specific stages or alternative asset classes. The guided pathways steer members toward net-worth benchmarks from $20,000 up to $5.8 million.
Where does the underlying wealth or institutional backing come from?
There is no external institutional wealth backing the firm. Sikes Financial Services is an independently owned RIA founded and operated by Eric Sikes; no family-office capital or outside financial sponsor has been publicly disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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