RIA Intel›Advisers›California›SYON CAPITAL LLC

SYON CAPITAL LLC

Advisory

N·SAN FRANCISCO, CA

Data as of Jul 27, 2026 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

-30.3%

3-Year CAGR

+21.8%

Employees

5

Assets Under Management

Total AUM$4.4B

Discretionary AUM$2.3B

Non-Discretionary AUM$2.1B

Discretionary %53%

Total Clients62

Team

Total Employees5

Investment Advisers17

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record16

First FilingJul 14, 2022

Latest FilingJul 27, 2026

🔒 Full AUM trend chart and 16 historical filings spanning 4+ 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 SYON CAPITAL LLC

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