SourcingSourcing

SYKON ASSET MANAGEMENT LLC

C30
CRD 336338·SEC 801-132803·HARRISON, NY
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SYKON ASSET MANAGEMENT LLC
CRD
336338
SEC file #
801-132803
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Investment Companies1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
HARRISON NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CASTIGLIE, JOSEPH, P
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
5
Control Persons
CASTIGLIE, JOSEPH, P
RUVITUSO, STEPHEN, MICHAEL
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

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
0.4472
Soi Zip Pct 200k Plus
0.2574
Soi Zip Returns 200k Plus
1,560
Soi Zip Total AGI
1,783,868
Fdic Zip Total Deposits
16,205,276,000
Fdic Zip Branch Count
151
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
The Bank of New York

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
The Dime Savings Bank of New York, FSBHarrison, NY
Sound Federal Savings and Loan AssociationHarrison, NY
Fdic Zip HHI
1936.13
Fdic Zip Top Bank Share Pct
39.7
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,991
Returns1,240
Stub 2
AGI31,736
Returns850
Stub 3
AGI44,131
Returns710
Soi Zip Total Business Income
57,377
Soi Zip Total Cap Gains
237,312
Soi Zip Total Dividends
97,944
Soi Zip Total Returns
6,060
Top Owner CRD
5372537
Trust Company Affiliate
No

People (5)

5
STANKIEWICZ, TODD, ANDREW
IAR · Direct Owner · 37.5%
4936190
CASTIGLIE, JOSEPH, P
IAR · Direct Owner · 37.5%
5372537
RUVITUSO, STEPHEN, MICHAEL
Direct Owner · 37.5%
1056605
JULIE ANNE ACKERMAN
Direct Owner · 7.5%
2603903
SIZEMORE, STACY, LEIGH
Executive Officer · 2.5%
4052029