SourcingSourcing

ALCYON WEALTH ADVISORS, LLC

B57
CRD 334909·SEC 801-132263·YOUNGSTOWN, OH
AUM
$356.5M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALCYON WEALTH ADVISORS, LLC
CRD
334909
SEC file #
801-132263
EIN
—
DBA names
Alcyon Wealth Partners

Economics

AUM
$356.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$315.6M → $356.5M▲ +13%
Client mix
Individuals Other289
Individuals High Net Worth94
Corporations12

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
YOUNGSTOWN OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
linkedin.com/company/alcyon-wealth-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRESLEY, MARC, ANDREW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
PRESLEY, MARC, ANDREW
SHERWOOD, DON, RICHARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
fallback_guess:alcyon.com

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
0.1226
Soi Zip Pct 200k Plus
0.0162
Soi Zip Returns 200k Plus
230
Soi Zip Total AGI
773,343
Fdic Zip Total Deposits
17,850,937,000
Fdic Zip Branch Count
372
Fdic Zip Top Banks
The Huntington National Bank
The Farmers National Bank of Canfield

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
National City Bank, NortheastAustintown Township, OH
National City Bank, NortheastAustintown, OH
Fdic Zip HHI
784.74
Fdic Zip Top Bank Share Pct
19.68
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI56,663
Returns4,180
Stub 2
AGI161,370
Returns4,390
Stub 3
AGI157,119
Returns2,560
Soi Zip Total Business Income
16,613
Soi Zip Total Cap Gains
10,340
Soi Zip Total Dividends
6,098
Soi Zip Total Returns
14,190
Top Owner CRD
2925516
Trust Company Affiliate
No

People (4)

4
PRESLEY, MARC, ANDREW
IAR · Direct Owner · 62.5%
2925516
SHERWOOD, DON, RICHARD
IAR · Direct Owner · 62.5%
4516281
BRANDON L POLISH
Executive Officer · 2.5%
5453808
Nicholas Andrew Bianco
IAR
7230862