Procyon

RIASEC RegisteredEst. 2017

Total AUM

$9.2B

Discretionary

$3.5B

39% of AUM

Avg account

$1.1M

Accounts

8,716

Employees

Advisory reps

Firm details

Headquarters: Shelton, Connecticut
CRD number: 288239
Registered since: May 26, 2017
Website: www.procyonpartners.net
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans53.37%
HNWI30.91%
Individuals6.24%
State / Municipal Government5.21%
Corporations / Businesses3.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Procyon is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and pooled vehicles, and it also offers pension consulting and manager selection services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Procyon is not positioned as an ESG-focused investor. The firm has been noticed in the trade press: it appeared on Citywire’s “50 Growers Across America” list in 2023, was named among Forbes’ “Top RIA Firms” in 2024, and was included on AdvisorHub’s “50 RIA Firms to Watch” in 2026.