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CYR FINANCIAL INC.
CRD 277118File 801-129601
APPROVED
Retail clients
Custody
Filing as of Apr 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$180.5M
Bottom 25% of cohort (national)
Discretionary AUM
$180.5M
Clients
472
1,348 accounts
Employees
9
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 1, 2024
- Principal office
- 220 E HIGH ST, SUITE 102, HENNEPIN, IL, 61327
- Phone
- (815) 925-7501
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $180.5M
- Discretionary AUM
- $180.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,348
- Non-discretionary accounts
- 0
- Total accounts
- 1,348
- AUM per client
- $382K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $80.8M |
| Individuals (other than high net worth individuals) | 426 | $99.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.