Silo Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silo Financial provides online, algorithm-driven portfolio management services to individual investors, including offerings for joint and trust accounts. The firm operates a self-directed, internet-based platform where clients can access suitability scores and execute trades among NASDAQ/NYSE equities, ETFs, and fixed income instruments.
Investment guidance is delivered through automated suitability scores (1–100) that the platform assigns to available securities based on client inputs such as risk tolerance, income, and investment horizon. Clients retain final decision-making authority on purchases; Silo does not exercise discretionary trading and does not perform ongoing, individualized account reviews for its robo-advisory accounts.
Distinctive features include an unusually large client base per advisor (the brochure reports 1,861 clients supported by two advisors) and a business model that does not rely on traditional percentage-of-assets-under-management advisory fees for its robo service. The firm also uses promotional programs and third‑party marketing arrangements — including paid affiliates and referral incentives, new‑member bonuses, and occasional commission‑covering promotions — which the brochure discloses as potential conflicts for prospective clients to consider.
Client services
Expertise
Fee options
Clients pay commissions charged by custodian Interactive Brokers on purchase and sale of securities; commissions may be covered by Silo during promotional periods up to $100,000 yearly trading volume.
Silo Rewards Program subscription fees: $20/month for Silo Gold (minimum $5,000 account), $80/month for Silo Platinum (minimum $25,000 account).
Main office
Austin TX
Advisors at this office
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Hariharan J
Series 65
Austin, TX
Silo Financial LLC
Hariharan Jayakumar is a financial advisor at Silo Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked at Silo Financial since 2022. Outside of financial advising, Jayakumar operates a YouTube channel called "Logically Answered," which features business and technology content and has garnered 500,000 subscribers. Silo Financial provides online, algorithm-driven portfolio management services to individual investors through a self-directed platform that offers suitability scores and allows clients to trade NASDAQ/NYSE equities, ETFs, and fixed income instruments. The firm supports a large client base with a non-discretionary robo-advisory model that does not rely on traditional percentage-of-assets fees.
Akhsheiy T
Series 65
Austin, TX
Silo Financial LLC
Akhsheiy Tangutur is a financial advisor at Silo Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked at firms including Charles Schwab and Lovins Trosclair PLLC. Silo Financial provides online, algorithm-driven portfolio management services to individual investors through a self-directed platform. The firm offers automated suitability scores to guide investment decisions while clients retain final authority over trades.
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