# Sykes Financial Services

> Sykes Financial Services is a state-registered investment advisory firm in Portland, OR, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 29, 2025.

- CRD: 155354
- Filed as: SYKES FINANCIAL SERVICES
- Legal name: Brokered Benefits, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: September 29, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155354
- AdvisorCensus page: https://advisorcensus.com/firm/sykes-financial-services-portland-or-155354

## Quick answers

**How is Sykes Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Sykes Financial Services reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sykes Financial Services located?**
Sykes Financial Services' principal office is in Portland, OR, according to its Form ADV.

**Is Sykes Financial Services registered with the SEC or a state?**
Sykes Financial Services is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 155354.

**How much does Sykes Financial Services manage?**
Sykes Financial Services reports $30,649,964 in regulatory assets under management in its Form ADV filing dated September 29, 2025 (100% discretionary).

**What types of clients does Sykes Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111).

**Does Sykes Financial Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155354

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $30,649,964
- Discretionary: $30,649,964
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $30,649,964 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1998 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sykesfinancial.com](https://sykesfinancial.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sykes Financial Services (CRD 155354): Form ADV filing data as of October 2026.