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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

LYKE FINANCIAL

JERRY A. LYKE AND ASSOCIATES, INC., CRD 154199

CANTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bdfcdd8-247f-ad2b-25cc-55891ea42366

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Feb 18, 2026 to Feb 18, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Lyke Financial

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $94.2MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $94.2M
Private client RAUM: $79.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 321
Individual clients: 113
High net worth clients: 10
CRD: 154199
Filings on the tape: 1
First filed: Feb 18, 2026
Latest filed: Feb 18, 2026
Organised: Corporation, OH
Website: lykefinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TREVOR ALLEN LYKE	Chartered Financial Consultant	CANTON, OH	15	40	n/a	yes

Relationships

Registered with (1)

← TREVOR ALLEN LYKEAdvisorregistration: current employment
Oct 13, 2010 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bdfcdd8-247f-ad2b-25cc-55891ea42366
First observed: Feb 18, 2026
Last observed: Feb 18, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LYKE FINANCIAL

JERRY A. LYKE AND ASSOCIATES, INC., CRD 154199

CANTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2bdfcdd8-247f-ad2b-25cc-55891ea42366

Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:41 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TREVOR ALLEN LYKE

Chartered Financial Consultant

CANTON, OH

n/a

yes