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, SEC-registered registered investment adviser formed as an LLC and owned by an individual. The firm serves both individuals/families and institutional clients and offers financial planning and portfolio management for individuals, small businesses, and institutions. Its compensation methods include a percentage of assets under management as well as hourly, subscription, and fixed fees. The firm describes itself as an active ESG investor and operates as a related adviser in the industry rather than a capital allocator.

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

    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 4
  • Julie Ackerman

    Julie Ackerman

    Managing PartnerCRD 2603903

  • Matthew Chung

    Matthew Chung

    Financial AdvisorCRD 6508060

  • Nicholas Short

    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 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%
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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