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SYKON CAPITAL LLC

CRD 326728File 801-128087
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$350.1M
Below cohort median (national)
Discretionary AUM
$349.4M
Non-discretionary $634K
Clients
664
663 accounts
Employees
8
Below cohort median in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
May 26, 2023
Principal office
500 MAMARONECK AVE, SUITE 435, HARRISON, NY, 10528
Phone
914-898-3694

Assets & accounts

ADV Item 5F
Total regulatory AUM
$350.1M
Discretionary AUM
$349.4M
Non-discretionary AUM
$634K
Discretionary accounts
661
Non-discretionary accounts
2
Total accounts
663
AUM per client
$527K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other12$13.2M
Insurance companiesFewer than 5Not reported
Investment companies1$0
Charitable organizationsFewer than 5$5.4M
High net worth individuals390$303.1M
Individuals (other than high net worth individuals)257$28.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • Subscription fees
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Financial planning services
  • Portfolio management for businesses
  • 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
No

Disclosure events

ADV Item 11

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

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.