Sykon Capital provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year.
Sykon Capital reports 664 clients. They include 390 high-net-worth individuals, 257 individual clients, and 12 corporations and other businesses. Of its assets, 99.8% ($349M across 661 accounts) are managed with discretion; $634K across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 8% |
| High-net-worth individuals | 59% | 87% |
| Investment companies | <1% | 0% |
| Charitable organizations | <1% | 2% |
| Insurance companies | Fewer than 5 | 0% |
| Other client typesCorporations and other businesses | 2% | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 257 | $28.4M | 8.1% | $111K |
| High-net-worth individuals | 390 | $303M | 86.6% | $777K |
| Investment companies | 1 | $0 | 0.0% | $0 |
| Charitable organizations | Fewer than 5 | $5.4M | 1.5% | $1.35M |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | 12 | $13.2M | 3.8% | $1.1M |
| Total | 664 | $350M | 100% | — |
- Clients
- 257
- Regulatory AUM
- $28.4M
- AUM share
- 8.1%
- Avg. per client
- $111K
- Clients
- 390
- Regulatory AUM
- $303M
- AUM share
- 86.6%
- Avg. per client
- $777K
- Clients
- 1
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- Fewer than 5
- Regulatory AUM
- $5.4M
- AUM share
- 1.5%
- Avg. per client
- $1.35M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- 12
- Regulatory AUM
- $13.2M
- AUM share
- 3.8%
- Avg. per client
- $1.1M
Total
- Clients
- 664
- Regulatory AUM
- $350M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Sykon Capital charges up to 1.60% a year for its Investment Management Fee. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Billed hourly at a mutually agreed fee that is negotiable.
- Financial Planning
- Fixed fee agreed for each engagement and negotiable; flat-fee clients have a 4% annual inflation adjustment.
Stephen Ruvituso owns 75% or more of Sykon Capital. The leadership team of Sykon Capital includes President Todd Stankiewicz. It has 8 employees, 6 of them in advisory roles.
Leadership
- Todd StankiewiczPresident / CIO
- Julie AckermanManaging Member / Client Engagement
- Joseph CastiglieCCO and COO
- Stephen RuvitusoCEO / Chairman
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Joseph P Castiglie III
- Matthew Chung
- Stephen Michael Ruvituso
- Nicholas James Short
- Todd Andrew Stankiewicz
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Sykon Capital LLC
Stephen Ruvituso
Control person · since June 2023
- Owns 10% to 25% of Sykon Capital LLC
Todd Stankiewicz
Control person · since June 2023
Sykon Capital’s regulatory assets grew Infinity× from $0 (August 2023) to $350M (September 2026); employees rose from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $350M | 664 | 8 | 2 |
| May 2025 | $330M | 704 | 6 | 3 |
| July 2024 | $293M | 577 | 6 | 2 |
| August 2023 | $0 | 0 | 5 | 3 |
Besides its headquarters, Sykon Capital has 1 office, with 2 listed addresses in Florida and New York.
Florida · 1 listed address
- 601 Heritage Drive, Jupiter
New York · 1 listed address
- 500 Mamaroneck Ave, Suite 435, HarrisonHQ
Contact and registration details
- Legal name
- Sykon Capital LLC
- Headquarters
- 500 Mamaroneck Ave, Suite 435, Harrison, NY 10528
- Website
- sykoncapital.com
- Phone
- 914-898-3694
- @sykon-capital
- SEC file
- 801-128087
- Structure
- Delaware LLC
- Fiscal year end
- December
Sykon Capital uses Charles Schwab ($334M) as custodian for its separately managed accounts. Sykon Capital has custody of $81.6M in client assets for 85 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $334M100%
At year end, Sykon Capital’s separately managed accounts were mostly in stocks (89%). Its reported 13F holdings for the quarter ended 30 June 2026 total $325M across 112 positions; the largest are Vanguard Star Fds (6.6%), Wisdomtree TR (6.0%) and Vanguard Instl Index FD (5.3%).
What the accounts hold
- Stocks89%
- Funds5%
- Registered funds4%
- Pooled vehicles1%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash4%
Reported 13F holdings
- $325M
- Reported 13F value
- 112
- Positions
- 42.2%
- In the 10 largest
- —
- Value vs. prior quarter
- Vanguard Star Fds · VG TL Intl Stk F6.6%
- Wisdomtree TR · Floatng Rat Trea6.0%
- Vanguard Instl Index FD · 0 3 MO TR BI ETF5.3%
- Select Sector SPDR TR · ST Str Techn ETF4.1%
- iShares TR · Core MSCI Total3.9%
- State Str SPDR S&P 500 ETF T · TR Unit3.9%
- iShares TR · Core S&P500 ETF3.8%
- Vanguard Index Fds · S&P 500 ETF Shs3.2%
- Vaneck ETF Trust · Shrt Hgh Yld Mun3.0%
- Vanguard Intl Equity Index F · Allwrld EX US2.4%
Together, the ten largest are 42.2% of reported value.
How many clients does Sykon Capital have?
Sykon Capital has 664 clients and manages $350 million for them, as of September 2026. They include 390 high-net-worth individuals, 257 individual clients, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Sykon Capital offer?
Sykon Capital provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sykon Capital charge?
Sykon Capital charges up to 1.60% a year for its Investment Management Fee. The fee is billed in advance and is negotiable.
Which custodians does Sykon Capital use?
Sykon Capital’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $334M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Sykon Capital have?
Sykon Capital has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sykon Capital invest in?
At the end of its last fiscal year, Sykon Capital’s separately managed accounts held 89% exchange-traded equities, 4% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sykon Capital?
Sykon Capital’s direct owners are Stephen Ruvituso (75% or more) and Todd Stankiewicz (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Sykon Capital get paid?
Sykon Capital is paid through a percentage of assets under management, hourly charges, subscription fees and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sykon Capital?
Sykon Capital’s main office is at 500 Mamaroneck Ave, Suite 435, Harrison, NY 10528. Its phone number is 914-898-3694. Its website is sykoncapital.com.