PROCYON

Overview

Procyon is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2017. The firm positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Services disclosed on filings include financial planning, discretionary and non-discretionary portfolio management for individuals and pooled investment vehicles, pension consulting, and the selection of third‑party advisers. Procyon charges fees as a percentage of AUM and also uses hourly and fixed-fee arrangements. The firm is affiliated with an insurance company and explicitly describes itself as a capital allocator that sources outside managers and runs pooled vehicles. Procyon is not an active ESG investor according to its disclosures. Public recognitions listed in filings include Citywire’s “50 Growers Across America” (2023), Forbes’ “Top RIA Firms” (2024), and AdvisorHub’s “50 RIA Firms to Watch” (2026).

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Location & Offices