SYKON CAPITAL LLC

RIASEC RegisteredEst. 2023
Total AUM
$350M
Discretionary
$349M
100% of AUM
Avg account
$528K
Accounts
663
Employees
8
Advisory reps
7

Firm details

Headquarters
HARRISON, New York
CRD number
326728
Registered since
May 26, 2023
Website
www.sykoncapital.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees
Client types
  • HNWI86.57%
  • Individuals8.12%
  • Corporations / Businesses3.77%
  • Charitable Organizations1.54%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sykon Capital LLC is an independent registered investment adviser formed as an LLC and operating for individuals, families and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses and institutional clients, and offers fee arrangements that include percentage-of-AUM billing as well as hourly, subscription and fixed fees. The adviser is owner-operated and reports a related-adviser relationship, and it does not identify itself as an active ESG investor or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Public Funds/Mutual Funds 4%, Cash & Cash Equivalents 4%, US Government Bonds 1%, State & Local Bonds 1%, Private Funds 1%89%
  • Exchange Traded Equities89%
  • Public Funds/Mutual Funds4%
  • Cash & Cash Equivalents4%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 3

  • STEPHEN RUVITUSO

    Chairman and Chief Executive OfficerCRD 1056605

  • TODD STANKIEWICZ

    President, CIOCRD 4936190

  • JOSEPH CASTIGLIE

    COO and CIOCRD 5372537

Contacts

3 of 4

  • JULIE ACKERMAN

    Managing PartnerCRD 2603903

  • MATTHEW CHUNG

    Financial AdvisorCRD 6508060

  • Nicholas Short

    AssociateCRD 7506141

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 87

Active vs passive

$364M in ETFs

Passive

76%

$276M

Active

2%

$87.7M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$28.3M561,7627.77%
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Location

Primary office

HARRISON, NY

WESTCHESTER

Location

HARRISON, NY

Headquartered in HARRISON, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
WESTCHESTER
Address
500 Mamaroneck Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth