SYON CAPITAL LLC

CRD 322776File 801-126386

APPROVED

Retail clients

Custody

Filing as of Jul 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$4.38B

Top 25% of cohort (national)

Discretionary AUM

$2.32B

Non-discretionary $2.06B

Clients

1,089 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Aug 12, 2022
Principal office: 555 MONTGOMERY ST., STE 1250, SAN FRANCISCO, CA, 94111
Phone: 415-520-7966
Website: https://www.syoncap.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $4.38B
Discretionary AUM: $2.32B
Non-discretionary AUM: $2.06B
Discretionary accounts: 519
Non-discretionary accounts: 570
Total accounts: 1,089
AUM per client: $60.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	2	$43.0M
High net worth individuals	64	$4.29B
Pooled investment vehicles	6	$51.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Performance-based fees
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
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: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.