SourcingSourcing

BYSKO JOHN ALLAN

B54
CRD 110612·SEC 801-81151·OLD LYME, CT
AUM
$204.3M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$613K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BYSKO JOHN ALLAN
CRD
110612
SEC file #
801-81151
EIN
—
DBA names
John A. Bysko Associates

Economics

AUM
$204.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$148.4M → $204.3M▲ +38%
Client mix
Individuals High Net Worth67
Individuals Other55
Charitable Organizations2

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
OLD LYME CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/29/2024
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BYSKO, JOHN, ALLAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BYSKO, JOHN, ALLAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4444
Soi Zip Pct 200k Plus
0.205
Soi Zip Returns 200k Plus
1,070
Soi Zip Total AGI
965,003
Fdic Zip Total Deposits
6,744,183,000
Fdic Zip Branch Count
123
Fdic Zip Top Banks
Essex Savings Bank
Citizens Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab5
E*trade4
Fdic Zip Branches Raw
Fleet Bank, National AssociationOld Lyme, CT
Citizens Savings BankOld Lyme, CT
Fdic Zip HHI
1615.67
Fdic Zip Top Bank Share Pct
25.52
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,416
Returns1,040
Stub 2
AGI24,918
Returns670
Stub 3
AGI41,705
Returns670
Soi Zip Total Business Income
49,402
Soi Zip Total Cap Gains
161,610
Soi Zip Total Dividends
52,218
Soi Zip Total Returns
5,220
Top Owner CRD
4364072
Trust Company Affiliate
No

People (1)

1
BYSKO, JOHN, ALLAN
Direct Owner · 87.5%
4364072