DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cyr Financial Inc.
Latest filing Apr 13, 2026
First filing on the tape Jan 31, 2024 · 12 filings
SEC status approved since Mar 1, 2024
RAUM
$181M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$181M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$36.1M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$181M as of Apr 13, 2026
Feb 27, 2025$128M then
HNW client RAUM$80.8M as of Apr 13, 2026
Feb 27, 2025$44.7M then
State-registered IARs (5.B.3)4 as of Apr 13, 2026
Feb 27, 20255 then
Employees (5.A)9 as of Apr 13, 2026
Feb 27, 202510 then
Private funds: no history
RAUM +41% over the last fiscal yearIARs 5 to 4
Practice profile
derived from the filing of Apr 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $36.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 94derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $133,914derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +41%derivedbetween the last two annual amendments
- Advisor growth, one year
- -20%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +7.5%derived
- Compensation
- percentage of assets, hourly, fixed fees, subscription, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $77.4M, 426 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$99.7M55%
- High-net-worth individuals$80.8M45%
- Individual clients
- 426reported
- HNW clients
- 46reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,348reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $77.4M for 426 clientsreported
- Compensation
- % of AUM, fixed, hourly, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Christian John CyrCertified Financial Planner | Hennepin, Il | Sep 16, 2015 | 14 y | 2 |
| Ian Paul Nichols | Princeton, Il | Jan 10, 2019 | 11 y | 0 |
| Andrea Renee Brannon | Hennepin, Il | Jul 26, 2021 | 14 y | 0 |
| Emma Marie BeanChartered Financial Analyst | Hennepin, Il | Nov 22, 2024 | 20 y | 0 |
| Caleb N BjerkCertified Financial Planner, Chartered Financial Consultant | Hennepin, Il | Mar 18, 2026 | 11 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Caleb N Bjerk from Modern Wealth Management, LLCMar 18, 2026 · RIA to RIA
- Christian John Cyr from Sii Investments, Inc.Sep 16, 2015 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- John Christian Cyr · President And Chief Compliance Officercontrolsince 07/2015 · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Hennepin, Il · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Princeton, IL1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Apr 13, 2026RAUM (Item 5.F) moved from $127,657,835 to $180,516,603 (+41.0%) between the annual amendments of 2025-03-13 and 2026-04-13; the peer median change was +15.0% (4551 comparable advisers, 93.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,551) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 1,020 to 1,348Nov 19, 2025 to Jan 31, 2026
- Advisory employees · 6 to 5Nov 19, 2025 to Jan 31, 2026
- HNW clients · 36 to 46Nov 19, 2025 to Jan 31, 2026
- Individual clients · 403 to 426Nov 19, 2025 to Jan 31, 2026
- Assets in custody · $39.3M to $77.4MNov 19, 2025 to Jan 31, 2026
- Employees · 10 to 9Nov 19, 2025 to Jan 31, 2026
- Insurance-licensed employees · 3 to 0Nov 19, 2025 to Jan 31, 2026
- Financial planning clients · 51-100 to 101-250Nov 19, 2025 to Jan 31, 2026
- State-registered IARs · 5 to 4Nov 19, 2025 to Jan 31, 2026
- Discretionary RAUM · $128M to $181MNov 19, 2025 to Jan 31, 2026
- HNW RAUM · $44.7M to $80.8MNov 19, 2025 to Jan 31, 2026
- Individual RAUM · $83.0M to $99.7MNov 19, 2025 to Jan 31, 2026
- RAUM · $128M to $181MNov 19, 2025 to Jan 31, 2026
- Financial planning clients · 51-100 to 51-100Feb 27, 2025 to Mar 13, 2025
- Accounts · 932 to 1,020Dec 10, 2024 to Feb 27, 2025
- Advisory employees · 4 to 6Dec 10, 2024 to Feb 27, 2025
- HNW clients · 19 to 36Dec 10, 2024 to Feb 27, 2025
- Individual clients · 413 to 403Dec 10, 2024 to Feb 27, 2025
- Assets in custody · $27.6M to $39.3MDec 10, 2024 to Feb 27, 2025
- Employees · 8 to 10Dec 10, 2024 to Feb 27, 2025
- State-registered IARs · 4 to 5Dec 10, 2024 to Feb 27, 2025
- Discretionary RAUM · $112M to $128MDec 10, 2024 to Feb 27, 2025
- HNW RAUM · $31.6M to $44.7MDec 10, 2024 to Feb 27, 2025
- Individual RAUM · $80.5M to $83.0MDec 10, 2024 to Feb 27, 2025
- RAUM · $112M to $128MDec 10, 2024 to Feb 27, 2025
Signals
1 dated events
- Cyr Financial Inc. filed its initial SEC registration (Form ADV)Jan 31, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cyr-financialreportedpublic record, Form ADV, Sep 17, 2026
- Website
- 5toask.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (815) 925-7501reportedpublic record, Form ADV, Apr 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $36.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026