Sykon Capital Llc
- Regulatory AUM
- $350M
- Discretionary
- $349M
- Clients
- 664
- Avg AUM / client
- $527K
- Accounts
- 663
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 24, 2026
Investments (13F portfolio — 88 positions, $300,048,391)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | FLOATNG RAT TREA | $28,279,105 | 561,762 | 9.42% | 8.08% |
| 2 | Spdr Series Trust | STATE STREET SPD | $26,431,429 | 288,427 | 8.81% | 7.55% |
| 3 | Spdr Series Trust | STATE STREET SPD | $25,219,096 | 329,489 | 8.41% | 7.2% |
| 4 | Vanguard Instl Index Fd | 0-3 MO TREAS BIL | $24,995,395 | 330,408 | 8.33% | 7.14% |
| 5 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $22,941,427 | 119,536 | 7.65% | 6.55% |
| 6 | Vanguard Star Fds | VG TL INTL STK F | $20,699,122 | 268,436 | 6.9% | 5.91% |
| 7 | Ishares Tr | CORE HIGH DV ETF | $14,181,142 | 104,488 | 4.73% | 4.05% |
| 8 | Fidelity Covington Trust | LOW VOLITY ETF | $11,859,972 | 183,619 | 3.95% | 3.39% |
| 9 | Invesco Exch Traded Fd Tr Ii | S&P500 LOW VOL | $11,852,215 | 162,048 | 3.95% | 3.39% |
| 10 | Invesco Exchange Traded Fd T | S&P500 QUALITY | $10,684,418 | 142,099 | 3.56% | 3.05% |
| 11 | Vanguard Index Fds | S&P 500 ETF SHS | $8,527,492 | 14,271 | 2.84% | 2.44% |
| 12 | State Str Spdr Dow Jones Ind | UT SER 1 | $7,074,059 | 15,272 | 2.36% | 2.02% |
| 13 | Apple Inc | COM | $6,154,726 | 24,251 | 2.05% | 1.76% |
| 14 | Bank America Corp | COM | $5,210,254 | 106,877 | 1.74% | 1.49% |
| 15 | Invesco Exch Traded Fd Tr Ii | RUSEL 1000 EQL | $5,054,449 | 91,732 | 1.68% | 1.44% |
| 16 | Nvidia Corporation | COM | $4,240,013 | 24,312 | 1.41% | 1.21% |
| 17 | Invesco Qqq Tr | UNIT SER 1 | $3,778,646 | 6,547 | 1.26% | 1.08% |
| 18 | Innovator Etfs Trust | EQUITY DUAL DIRE | $3,731,993 | 197,122 | 1.24% | 1.07% |
| 19 | Ishares Tr | CMBS ETF | $3,508,978 | 72,009 | 1.17% | 1.0% |
| 20 | Amazon Com Inc | COM | $2,475,914 | 11,888 | 0.83% | 0.71% |
| 21 | Spdr Series Trust | STATE STREET SPD | $2,431,005 | 26,563 | 0.81% | 0.69% |
| 22 | Meta Platforms Inc | CL A | $2,339,440 | 4,089 | 0.78% | 0.67% |
| 23 | Wisdomtree Tr | INTRST RATE HDGE | $2,301,636 | 102,080 | 0.77% | 0.66% |
| 24 | Spdr Series Trust | STATE STREET SPD | $2,159,111 | 45,141 | 0.72% | 0.62% |
| 25 | Strategic Trust | RUNNING GWTH ETF | $2,144,735 | 66,586 | 0.71% | 0.61% |
Top 25 of 88 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 257 | $28.4M | 8.12% |
| High net worth individuals | 390 | $303M | 86.6% |
| Investment companies | 1 | $0 | — |
| Charitable organizations | 4 | $5.4M | 1.54% |
| Insurance companies | Fewer than 5 clients | — | — |
| Corporations and other businesses | 12 | $13.2M | 3.77% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Stacy Sizemore | Chief Compliance Officer | Apr 2023 (3y) | Less than 5% | |
| Ackerman, Julie | Managing Partner / Client Engagement | Jun 2023 (3y) | Less than 5% | |
| Stephen Michael Ruvituso | Ceo / Chairman | Jun 2023 (3y) | 75% or more | |
| Todd Andrew Stankiewicz | President / Cio | CFP Chartered Financial Consultant | Jun 2023 (3y) | 10% – 25% |
| Joseph P Castiglie | Registered representative | Jun 2023 (3y) | ||
| Emily Ann Schaefer | Registered representative | Dec 2024 (2y) | ||
| Nicholas James Short | Registered representative | Jun 2025 (1y) | ||
| Matthew Chung | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/17/2026 | 973 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $334M (96% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗