Sykon Capital LLC

RIASEC Registered
Total AUM
$350M
Discretionary
$349M
100% of AUM
Avg account
$528K
Accounts
663
Employees
8
Advisory reps
6

Firm details

Headquarters
Harrison, New York
CRD number
326728
Registered since
May 26, 2023
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 organized as a limited liability company and SEC-registered in 2023. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutional clients. Its billing models include percentage-of-AUM fees plus hourly, subscription and fixed-fee arrangements, indicating flexibility for a range of client needs. The adviser identifies as an active ESG investor and reports a related adviser relationship, and it generally relies on third-party external fund managers for alternative allocations rather than operating as a direct capital allocator. Services emphasize portfolio construction and planning rather than pension consulting or multi-state advisory registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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

    Stephen Ruvituso

    Chairman and Chief Executive OfficerCRD 1056605

  • Todd Stankiewicz

    Todd Stankiewicz

    President, CIOCRD 4936190

  • Joseph Castiglie

    Joseph Castiglie

    COO and CIOCRD 5372537

Contacts

3 of 3
  • Julie Ackerman

    Julie Ackerman

    Managing PartnerCRD 2603903

  • Matthew Chung

    Matthew Chung

    Financial AdvisorCRD 6508060

  • Nicholas Short

    Nicholas Short

    AssociateCRD 7506141

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 96

Active vs passive

$363M in ETFs

Passive

89%

$323M

Active

3%

$39.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS)VanguardPassiveForeign Large Blend$21.6M252,2425.94%

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