Schayot Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$72,835,891
Clients
114
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
114
Very HighAverage account size
$638,911
About
Schayot Financial is an independent, single‑advisor registered investment adviser that manages approximately $72,835,891 in discretionary assets for 114 clients, serving high‑net‑worth individuals and families as well as trusts, estates, business entities, and pension/profit‑sharing plans. The firm offers ongoing asset management alongside financial planning and consulting services covering tax, retirement, estate, insurance, and related topics.
The firm manages custodial accounts with continuous supervision and invests across stocks, bonds, mutual funds, ETFs, and REITs, employing both long‑ and short‑term strategies. Its investment process combines fundamental analysis with technical/charting tools, and accounts can be managed on a discretionary basis while clients may impose investment restrictions.
Noteworthy for a newly formed, solo practice, the firm oversees a relatively large asset base per advisor; its principal also holds the CFP designation and maintains securities and insurance licenses. Because of those dual registrations, the brochure discloses the potential for commissionable insurance or brokerage product recommendations and describes procedures for disclosing and managing that conflict.
Client services
Financial planning
Portfolio management
Expertise
Real estate investing
Charitable giving & philanthropy
Cash flow / budgeting
Business Financial Management
General tax planning
Fee options
Fixed financial planning fees range from $1,000 to $10,000.
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Available through unaffiliated broker-dealer; commissions apply to securities sales such as stocks, bonds, mutual funds, ETFs, and variable annuities.
$250 per hour for financial planning and consulting services.
Fee-only: Financial planning fees are negotiable; hourly rate $250 per hour; fixed fees range from $1,000 to $10,000; fees can be waived if asset management services are engaged.
Main office location
Schayot Financial LLC
3838 N Causeway Blvd Suite 3020
Metairie LA 70002, United States
Number of offices
1
Most active in
Schayot Financial LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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