Procyon

RIASEC Registered

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 registered with the SEC in 2017. The firm acts as a capital allocator and serves a mix of individual, family and institutional clients. Its billing models include asset-based fees, hourly charges and fixed fees. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting services and selection of other advisers. Procyon reports it is not an active ESG investor. The firm has been recognized in industry press, including Citywire (2023), Forbes (2024) and AdvisorHub (2026).