RIA Intel›Advisers›New York›SYKON CAPITAL LLC

SYKON CAPITAL LLC

Advisory

N·HARRISON, NY

Data as of Apr 10, 2026 · Source: SEC Form ADV

Total AUM

$350M

1-Year AUM Growth

+5.6%

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$350M

Discretionary AUM$349M

Non-Discretionary AUM$634K

Discretionary %99.8%

Total Clients704

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record9

First FilingMay 2, 2023

Latest FilingApr 10, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 3+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SYKON CAPITAL LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.