SourcingSourcing

SYKON CAPITAL LLC

B61
CRD 326728·SEC 801-128087·HARRISON, NY
AUM
$350.1M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SYKON CAPITAL LLC
CRD
326728
SEC file #
801-128087
EIN
923608382
DBA names
—

Economics

AUM
$350.1M
AUM band
$100M-$500M
AUM trajectory
'25'26
$330.4M → $350.1M▲ +6%
Client mix
Individuals High Net Worth390
Individuals Other257
Corporations12
Charitable Organizations4

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
4 advisors → 6 advisors▲ +50%
Primary office
HARRISON NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
instagram.com/sykoncap(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUVITUSO, STEPHEN, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
RUVITUSO, STEPHEN, MICHAEL
STANKIEWICZ, TODD, ANDREW
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:instagram.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001988408
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2023-08-10
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001988408-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
500 MAMARONECK AVE.SUITE 320HARRISON, NY 10528
Business
500 MAMARONECK AVE.SUITE 320HARRISON, NY 10528
Edgar EIN
923608382
Edgar Recent Filings
13F-HR2026-04-22 · 0001988408-26-000002
13F-HR2026-02-12 · 0001988408-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1056605
Trust Company Affiliate
No

People (8)

8
RUVITUSO, STEPHEN, MICHAEL
IAR · Direct Owner · 87.5%
1056605
STANKIEWICZ, TODD, ANDREW
IAR · Direct Owner · 17.5%
4936190
CASTIGLIE, JOSEPH, P
IAR · Executive Officer · 2.5%
5372537
JULIE ANNE ACKERMAN
Executive Officer · 2.5%
2603903
SIZEMORE, STACY, LEIGH
Executive Officer · 2.5%
4052029
Emily Ann Schaefer
IAR
4812440
MATTHEW CHUNG
IAR
6508060
Nicholas James Short
IAR
7506141