# Sikes Financial Services

Sikes Financial Services is a RIA based in Boca Raton.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boca Raton
- **Assets under management:** Undisclosed
- **Website:** sikesfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/sikesfinancial

## Regulatory record

- **CRD number:** 290309
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290309

## About

Sikes Financial Services, LLC is a Registered Investment Advisor firm in the State of Florida. It offers FinancializeIt!, a monthly membership providing financial planning, tax guidance, investment support, and ongoing access to a dedicated advisor for teens and parents, young professionals, and small business owners. The firm combines financial education with investment advisory services under CEO Eric Sikes.

## People

- Eric Sikes — CEO and Founder

## 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.

### 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.

## Related profiles

- [Garrison Associates](https://altss.com/profile/garrison-associates)

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Last updated: 2026-08-11T15:08:04.536Z

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