# Silo Financial

Silo Financial is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** silomarkets.com
- **LinkedIn:** https://www.linkedin.com/company/silo-markets

## Regulatory record

- **CRD number:** 324307
- **SEC file number:** 801-127150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324307

## About

Silo Financial formed in 2022 as a Texas-based registered investment advisor. The firm provides non-discretionary portfolio management to high-net-worth individuals, offering a membership platform that rewards clients with points on their stock and ETF holdings. The underlying wealth origin is not publicly disclosed. The firm’s model centers on a novel points-accrual system. Clients earn points on their equities portfolios, redeemable at a stated rate of one cent per point, with plans ranging from $29 to $80 per month. The firm facilitates brokerage access through Interactive Brokers and has indicated travel partners are forthcoming. No specific stage or sector concentrations are publicly documented. Silo Financial operates from a single office in Austin. The team size, total client assets, and deployment figures remain undisclosed. The firm has not publicly described any parallel philanthropic vehicles, real-asset arms, or co-investor networks. Structurally, Silo Financial sits at an unusual intersection: it is not a pure RIA, because its consumer-facing loyalty program — complete with tiered membership and transferable portfolio perks — introduces a recurring-revenue consumer-tech dynamic rarely seen in the wealth-management channel.

## Questions

### What is Silo Financial’s points program, and how does it work with a brokerage account?

Clients earn points on their stock and ETF portfolios through Silo's membership plans. Points are redeemable at one cent each toward travel and other rewards. Account custody is provided through Interactive Brokers.

### Does Silo Financial manage assets on a discretionary basis?

No. The firm is structured to provide non-discretionary investment advisory services. It does not make trading decisions for clients without their approval.

### How does Silo Financial generate revenue?

Revenue comes from membership subscriptions priced at $29 per month for Gold and $80 per month for Platinum, alongside any advisory fees. The firm does not disclose its total economics.

### Is Silo Financial open to institutional allocators or only individuals?

Silo Financial currently advises high-net-worth individuals. It has not publicly stated an institutional or family-office channel, nor has it reported pooled-vehicle offerings.

## Related profiles

- [Silk Ventures](https://altss.com/profile/silk-ventures)
- [Silphium Asset Management](https://altss.com/profile/silphium-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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