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JOHN A. BYSKO ASSOCIATES

Legal name: BYSKO JOHN ALLAN

CRD 110612File 801-81151
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 29, 2024
Feed vintage Aug 17, 2026
Regulatory AUM
$204.3M
Below cohort median (national)
Discretionary AUM
$204.3M
Clients
124
124 accounts
Employees
1
Bottom 25% of cohort in CT

Identity & registration

ADV Item 1
Organization form
Sole Proprietorship
Firm type
Registered
SEC region
BRO
Registration date
Mar 20, 2015
Principal office
100 HALLS ROAD, OLD LYME, CT, 06371
Phone
860-434-3632
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$204.3M
Discretionary AUM
$204.3M
Non-discretionary AUM
$0
Discretionary accounts
124
Non-discretionary accounts
0
Total accounts
124
AUM per client
$1.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$6.6M
High net worth individuals67$182.4M
Individuals (other than high net worth individuals)55$15.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11
  • Q11C2

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.