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Hyacinth Sikes

Sb Advisory, LLC
12 Years of Experience
Miami Lakes, FL
1 DisclosureSells Insurance
View SEC Summary
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Hyacinth Sikes is a registered investment advisor at Sb Advisory, LLC, based in Miami Lakes, FL, with 12 years of industry experience. Hyacinth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,744 clients with $1.1B in assets under management.

Sb Advisory, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,744 clients
Average Client Portfolio
$401K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2.0M - $5.0M1.50%
$5M+1.25%

Fees are negotiable. Third-party manager programs charge an additional fee up to 1.25% with total fees not to exceed 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5793A NW 151 Street, Miami Lakes, FL, 33014

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Hyacinth is Co-CEO, Investment Adviser & Financial Planner at The Henderson Financial Group and Managing Director and licensed agent at Henderson Insurance Group, a life, health, and annuity insurance brokerage. She also has several other business activities including personal holding companies, real estate, a publishing/consulting/coaching company, public speaking, authoring, a wellness company, and is a trustee for a family foundation and business trust.

Employment History
Current Registrations
Sb Advisory, LLC
March 2022 - Present · 4 yrs 7 mos
San Blas Advisory, INC.
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
San Blas Securities LLCBroker
October 2020 - November 2024 · 4 yrs 1 mo
Essex Securities LLCBroker
February 2020 - January 2021 · 11 mos
Sb Advisory, LLC
September 2014 - December 2020 · 6 yrs 3 mos
Ifs SecuritiesBroker
December 2013 - November 2019 · 5 yrs 11 mos
State Registrations5 states
FLGAMONCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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