This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$356MItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$356M

Private client RAUM

$352MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$119Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

4

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,096

Individual clients

289

High net worth clients

94

Custody, client assets

$110M

SEC number

801-132263

CRD

334909

Filings on the tape

8

First filed

Apr 23, 2025

Latest filed

Aug 20, 2026

Organised

Limited Liability Company, OH

• Occurred

  May 20, 2025
  Team lift-out

  3 advisors left Raymond James Financial Services Advisors, Inc (Youngstown, OH) for Alcyon Wealth Partners a day apart

  Form ADVobserved 4 days ago
  3 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cb7bd426-51d7-e059-4d70-1836171f8ec1

First observed

Apr 23, 2025

Last observed

Aug 20, 2026 30 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.