DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Procyon
Wealth manager with institutional or fund businessShelton, ConnecticutCRD 288239SEC 801-110493websiteIAPD
Legal name Procyon Advisors, LLC
Latest filing Jul 28, 2026
First filing on the tape Apr 20, 2017 · 51 filings
SEC status approved since May 26, 2017
RAUM
$9.2B
reported, Item 5.F
Discretionary
39%
of RAUM
Private clients
37%
$3.4B individuals and HNW
Advisors
48
registered through the firm on IAPD
RAUM per advisor
$192M
derived; firm RAUM over IAPD count
Employees
76
49 advisory (5.B.1)
Offices
23
beyond the principal office
Private funds
2
reported on Schedule D
History
51 filings and snapshots on the tape
RAUM$9.2B as of Jul 28, 2026
Mar 16, 2018$250M then
HNW client RAUM$2.8B as of Jul 28, 2026
Mar 16, 2018$80.0M then
State-registered IARs (5.B.3)49 as of Jul 28, 2026
Mar 16, 201812 then
Employees (5.A)76 as of Jul 28, 2026
Mar 16, 201816 then
Private funds2 as of Jul 28, 2026
Mar 19, 20242 then
RAUM +18% over the last fiscal year+23% a year over threeIARs 34 to 49offices 11 to 23
Practice profile
derived from the filing of Jul 28, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $188MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 57derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.1MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 39%derivedof RAUM
- Institutional
- 59%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 2.0derived24 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- +44%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +117%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Custody
- $1.3B, 2,012 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Firms absorbed, 24 months
- 1derivedhalf or more of a firm's advisors moved here within 14 days
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$4.9B53%
- High-net-worth individuals$2.8B31%
- Individuals$574M6.2%
- State and municipal entities$479M5.2%
- Corporations and businesses$351M3.8%
- Pooled investment vehicles$43.1M0.5%
- Individual clients
- 2,084reported
- HNW clients
- 691reported
- Pension plan clients
- 156reported
- Charitable clients
- n/areported
- Accounts
- 8,716reported
- Financial planning clients
- 500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 2,012 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.37 fund_share=0.0 institutional_share=0.59 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
49 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Christopher Edwin Foster | Shelton, Ct | Jun 2, 2017 | 17 y | 3 |
| Jeffrey Hopkins FarrarCertified Financial Planner | Lenoir City, Tn | Jun 13, 2017 | 27 y | 3 |
| Thomas Michael Gahan | Shelton, Ct | Jun 13, 2017 | 34 y | 2 |
| Louis Gloria | Shelton, Ct | Jun 14, 2017 | 25 y | 4 |
| Phil Giuseppe Fiore | Shelton, Ct | Jul 24, 2017 | 31 y | 5 |
| Caroline Curtin WetzelCertified Financial Planner | Shelton, Ct | Jul 31, 2017 | 11 y | 2 |
| Mark James RichCertified Financial Planner, Chartered Financial Analyst | Shelton, Ct | Sep 20, 2017 | 12 y | 1 |
| Amber Noel Kendrick | Shelton, Ct | Oct 6, 2017 | 18 y | 2 |
| Antonio Bentu Rodrigues | Shelton, Ct | May 17, 2018 | 25 y | 3 |
| James Peter JefferyChartered Financial Analyst | Shelton, Ct | Feb 19, 2019 | 47 y | 4 |
| Richard Joseph Appaluccio | Shelton, Ct | Jun 25, 2020 | 22 y | 1 |
| Andrew J. Jason LeungCertified Financial Planner | Sarasota, Fl | Jul 31, 2020 | 28 y | 1 |
| Cari Ann Walling | Melville, Ny | May 24, 2021 | 26 y | 3 |
| John MarchisottaCertified Financial Planner | Shelton, Ct | May 24, 2021 | 29 y | 1 |
| Michael Eligio KellyCertified Financial Planner | Shelton, Ct | May 24, 2021 | 27 y | 5 |
| Terry Lee CrawfordCertified Financial Planner | Chesapeake, Va | May 24, 2021 | 22 y | 3 |
| James Patrick DiverCertified Financial Planner | Melville, Ny | May 24, 2021 | 12 y | 2 |
| Michael John Desmond | Melville, Ny | Jun 1, 2021 | 34 y | 5 |
| Daniel Gary LimmerCertified Financial Planner | Boynton Beach, Fl | Jun 8, 2021 | 33 y | 3 |
| Charles Kevin CaddickChartered Financial Consultant | Shelton, Ct | Sep 10, 2021 | 41 y | 0 |
| John A VissicchioCertified Financial Planner | Shelton, Ct | Oct 20, 2021 | 18 y | 0 |
| Marissa L Schneider | Shelton, Ct | Jun 2, 2022 | 14 y | 0 |
| Robert Sean AlimenaCertified Financial Planner | Melville, Ny | Oct 6, 2022 | 21 y | 5 |
| Selena Kolette Kemp | Shelton, Ct | Nov 4, 2022 | 28 y | 1 |
| Thomas Somerville Leffel | Shelton, Ct | Mar 24, 2023 | 14 y | 0 |
| Ryan Edward Kristie | Shelton, Ct | May 31, 2023 | 10 y | 0 |
| Harold James KirkpatrickCertified Financial Planner | Shelton, Ct | Feb 7, 2024 | 11 y | 2 |
| Brian Christpoher Turner | Shelton, Ct | Jan 1, 2025 | 18 y | 2 |
| Roger T CiaccoCertified Financial Planner | Shelton, Ct | Jan 22, 2025 | 57 y | 0 |
| Jamie E WilsonCertified Financial Planner | Shelton, Ct | Feb 24, 2025 | 10 y | 1 |
| Katherine Michelle Gallagher | New York, Ny | Mar 3, 2025 | 14 y | 3 |
| Matthew William CorthellChartered Financial Analyst | Shelton, Ct | Jul 3, 2025 | 12 y | 1 |
| Prasad S OakCertified Financial Planner | Mooresville, Nc | Jul 3, 2025 | 18 y | 3 |
| John Nelson Fenrich | Melville, Ny | Aug 26, 2025 | 11 y | 0 |
| Curtis Oneal IrbyCertified Financial Planner | Shelton, Ct | Oct 20, 2025 | 28 y | 3 |
| Todd Jones Smallwood | Shelton, Ct | Nov 13, 2025 | 11 y | 4 |
| Joel Philip LagoreCertified Financial Planner | Brentwood, Tn | Dec 8, 2025 | 25 y | 2 |
| Gerald Timothy St. Cin | Shelton, Ct | Dec 8, 2025 | 30 y | 2 |
| Jesse Michael Vanvalin | Shelton, Ct | Dec 8, 2025 | 19 y | 2 |
| Spencer John Comps | Livonia, Mi | Dec 8, 2025 | 10 y | 3 |
Advisor movement
0 left, 14 joined in 12 months
net +14 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount7 left over 36 months
Left, latest
- Jerry Robert Sneed to Third View Private WealthMay 21, 2025 · RIA to a newly registered adviser
- Zoltan Pongracz to Third View Private WealthMay 21, 2025 · RIA to a newly registered adviser
- Francis John Mckiernan to Third View Private WealthMay 21, 2025 · RIA to a newly registered adviser
- Michael Alexander Herbert to Third View Private WealthMay 21, 2025 · RIA to a newly registered adviser
- Amanda Maria Diguiseppe to Third View Private WealthMay 21, 2025 · RIA to a newly registered adviser
- Jake Ryan Mccarthy to Third View Private WealthMay 21, 2025 · RIA to a newly registered adviser
- Christopher Mathew Sneed to Third View Private WealthMay 21, 2025 · RIA to a newly registered adviser
- Gerson Robert Ossers to Source Financial Advisors, LLCJan 7, 2019 · RIA to RIA
- Charles K Pouliot to Avenir Private Advisors, LLCJul 25, 2018 · RIA to a newly registered adviser
Joined, latest
- Hasan A Hoke from Eagle Strategies LLCMay 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Maria Dianne Aprill Ergas from FacetFeb 3, 2026 · RIA to RIA
- Massimo Santicchia from Cypress Capital GroupJan 1, 2026 · RIA to RIA
- Jacob Rothenberg from Oliver Lagore Vanvalin Investment Group, Inc.Dec 11, 2025 · RIA to RIA
- Bevin Kimberly Nealon from Wells Fargo AdvisorsDec 10, 2025 · Wirehouse to independent RIA
- William Robert Jones from Oliver Lagore Vanvalin Investment Group, Inc.Dec 10, 2025 · RIA to RIA
- Timothy Fiske Tenneriello from Oliver Lagore Vanvalin Investment Group, Inc.Dec 8, 2025 · RIA to RIA
- Joel Philip Lagore from Oliver Lagore Vanvalin Investment Group, Inc.Dec 8, 2025 · RIA to RIA
- Daniel Evan Lagore from Oliver Lagore Vanvalin Investment Group, Inc.Dec 8, 2025 · RIA to RIA
- Spencer John Comps from Oliver Lagore Vanvalin Investment Group, Inc.Dec 8, 2025 · RIA to RIA
- Gerald Timothy St. Cin from Oliver Lagore Vanvalin Investment Group, Inc.Dec 8, 2025 · RIA to RIA
- Jesse Michael Vanvalin from Oliver Lagore Vanvalin Investment Group, Inc.Dec 8, 2025 · RIA to RIA
- Todd Jones Smallwood from Sugarloaf Wealth Management, LLCNov 13, 2025 · RIA to RIA
- Curtis Oneal Irby from MML Investors Services, LLCOct 20, 2025 · Affiliated broker-dealer or bank to independent RIA
- Prasad S Oak from Wooster Corthell Wealth Management, Inc.Jul 3, 2025 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 5 left for Third View Private WealthMay 21, 2025 · Shelton, Ct
- 2 left for Third View Private WealthMay 21, 2025 · New York, Ny
- 6 joined from Oliver Lagore Vanvalin Investment Group, Inc.Dec 8, 2025 · Flint, Mi · Firm absorbed
- 2 joined from Baker Tilly Wealth Management, LLCJul 26, 2023 · New York, Ny
- 2 joined from Baker Tilly Wealth Management, LLCJun 26, 2023 · New York, Ny
- 2 joined from Wells Fargo AdvisorsNov 10, 2022 · Baltimore, Md
- 4 joined from Procyon Institutional Partners, LLCDec 31, 2021 · Shelton, Ct
- 3 joined from Procyon Institutional Partners, LLCDec 31, 2021 · Melville, Ny
- 2 joined from MML Investors Services, LLCDec 13, 2021 · Shelton, Ct
- 3 joined from UBS Financial Services Inc.Jun 28, 2017 · Stamford, Ct
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Procyon Evergreen I, L.P. | Hedge Fund | $33.9M | 20 | Mar 19, 2024 |
| Procyon Vintage I, L.P. | Private Equity Fund | $9.3M | 15 | Aug 4, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Hopkins Jeffrey Farrar · Executive Managing Member And Chief Operating Officer Company)controlsince 06/2017 · owns less than 5%
- Giuseppe Phil Fiore · Executive Managing Member And Chief Executive Officercontrolsince 05/2017 · owns less than 5%
- Edwin Christopher Foster · Presidentcontrolsince 06/2017 · owns less than 5%
- Michael Thomas Gahan · Managing Membercontrolsince 06/2017 · owns less than 5%
- Louis Gloria · Managing Membercontrolsince 06/2017 · owns less than 5%
- Jones Todd Smallwood · Chief Compliance Officercontrolsince 10/2025 · owns less than 5%
Entity owners
- Procyon Partners, LLC · Managing Member (Holding Company)direct · owns 75% or more
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Shelton, Ct · principal | 49 | 15 | 0 | ||
| Melville, Ny | 8 | 0 | 0 | ||
| New York, Ny | 3 | 0 | 0 | ||
| Flint, Mi | 3 | 3 | 0 | ||
| Livonia, Mi | 2 | 2 | 0 | ||
| Frisco, Tx | 2 | 2 | 0 | ||
| Fulton, Md | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Melville, NY5 employees
- Fulton, MD2 employees
- New York, NY1 employees
- , 1 employees
ADV anomalies
7 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 28, 2026GAHAN, THOMAS, MICHAEL (MANAGING MEMBER) left Schedule A between the filings of 2017-06-02 and 2026-07-28peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jul 28, 2026SMALLWOOD, TODD, JONES (CHIEF COMPLIANCE OFFICER) appeared on Schedule A between the filings of 2017-06-02 and 2026-07-28peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jul 28, 2026GLORIA, LOUIS (MANAGING MEMBER) left Schedule A between the filings of 2017-06-02 and 2026-07-28peers: independent wealth managers, $5B to $20B (289)
- account count surgeChange between filings · filing Mar 30, 2026accounts (Item 5.F.2.f) moved from 5,638.0 to 8,716.0 (+55.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was +8.0% (253 comparable advisers, 90.0th percentile of changes)peers: independent wealth managers, $5B to $20B (253) · 90% percentile
- office count surgeChange between filings · filing Mar 30, 2026offices other than the principal office (Item 1.F.5) moved from 11.0 to 23.0 (+109.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was 0.0% (142 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $5B to $20B (142) · 98% percentile
- client count surgeChange between filings · filing Mar 30, 2026individual and HNW clients (Item 5.D) moved from 1,280.0 to 2,775.0 (+117.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was +6.0% (224 comparable advisers, 97.0th percentile of changes)peers: independent wealth managers, $5B to $20B (224) · 97% percentile
- employee count surgeChange between filings · filing Mar 30, 2026employees (Item 5.A) moved from 47.0 to 76.0 (+62.0%) between the annual amendments of 2025-04-28 and 2026-03-30; the peer median change was +5.0% (264 comparable advisers, 95.0th percentile of changes)peers: independent wealth managers, $5B to $20B (264) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 5,638 to 8,716Dec 16, 2025 to Mar 30, 2026
- Advisory employees · 34 to 49Dec 16, 2025 to Mar 30, 2026
- BD registered reps · 3 to 1Dec 16, 2025 to Mar 30, 2026
- Corporate clients · 34 to 103Dec 16, 2025 to Mar 30, 2026
- HNW clients · 519 to 691Dec 16, 2025 to Mar 30, 2026
- Individual clients · 761 to 2,084Dec 16, 2025 to Mar 30, 2026
- Pension plan clients · 128 to 156Dec 16, 2025 to Mar 30, 2026
- Assets in custody · $906M to $1.3BDec 16, 2025 to Mar 30, 2026
- Employees · 47 to 76Dec 16, 2025 to Mar 30, 2026
- State-registered IARs · 34 to 49Dec 16, 2025 to Mar 30, 2026
- Other offices · 10 to 23Dec 16, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.8B to $3.5BDec 16, 2025 to Mar 30, 2026
- HNW RAUM · $2.4B to $2.8BDec 16, 2025 to Mar 30, 2026
- Individual RAUM · $250M to $574MDec 16, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $5.0B to $5.7BDec 16, 2025 to Mar 30, 2026
- Pension RAUM · $4.2B to $4.9BDec 16, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $30.9M to $43.1MDec 16, 2025 to Mar 30, 2026
- RAUM · $7.8B to $9.2BDec 16, 2025 to Mar 30, 2026
- Other offices · 11 to 10Aug 21, 2025 to Nov 17, 2025
- Financial planning clients · More than 500 to More than 500Apr 28, 2025 to May 22, 2025
- Other offices · 5 to 11Nov 19, 2024 to Feb 25, 2025
- Accounts · 4,077 to 5,638Nov 19, 2024 to Feb 25, 2025
- Business name · PROCYON ADVISORS, LLC to PROCYONNov 19, 2024 to Feb 25, 2025
- Corporate clients · 32 to 34Nov 19, 2024 to Feb 25, 2025
- HNW clients · 396 to 519Nov 19, 2024 to Feb 25, 2025
- Individual clients · 748 to 761Nov 19, 2024 to Feb 25, 2025
- Pension plan clients · 124 to 128Nov 19, 2024 to Feb 25, 2025
- Pooled vehicle clients · unset to 2.0Nov 19, 2024 to Feb 25, 2025
- Assets in custody · $572M to $906MNov 19, 2024 to Feb 25, 2025
- Employees · 41 to 47Nov 19, 2024 to Feb 25, 2025
- Discretionary RAUM · $2.1B to $2.8BNov 19, 2024 to Feb 25, 2025
- HNW RAUM · $1.7B to $2.4BNov 19, 2024 to Feb 25, 2025
- Individual RAUM · $242M to $250MNov 19, 2024 to Feb 25, 2025
- Non-discretionary RAUM · $4.2B to $5.0BNov 19, 2024 to Feb 25, 2025
- Pension RAUM · $3.7B to $4.2BNov 19, 2024 to Feb 25, 2025
- Pooled vehicle RAUM · unset to 30915301.0Nov 19, 2024 to Feb 25, 2025
- RAUM · $6.3B to $7.8BNov 19, 2024 to Feb 25, 2025
- Accounts · 3,330 to 4,077Aug 4, 2023 to Mar 19, 2024
- Advisory employees · 29 to 34Aug 4, 2023 to Mar 19, 2024
- Corporate clients · 27 to 32Aug 4, 2023 to Mar 19, 2024
Signals
23 dated events
- John Rua Esteves registered as an investment adviser representative at ProcyonSep 14, 2026 · Advisor registered · fact
- Procyon reported 49 state-registered advisory representatives, up from 34 (2025-12-16 to 2026-03-30)Mar 30, 2026 · Advisor headcount change · derived
- Procyon reported 23 offices beyond its principal office, up from 10 (2025-12-16 to 2026-03-30)Mar 30, 2026 · Office count change · derived
- Oliver Lagore Vanvalin Investment Group, Inc.'s advisors moved to Procyon (Flint, MI): 7 of 8 registered, on the same dayDec 8, 2025 · Firm absorbed (people side) · derived
- Amanda Maria Diguiseppe left Procyon for Third View Private Wealth (registered 2025-05-22)May 21, 2025 · Advisor changed firm · fact
- Jake Ryan Mccarthy left Procyon for Third View Private Wealth (registered 2025-05-22)May 21, 2025 · Advisor changed firm · fact
- Christopher Mathew Sneed left Procyon for Third View Private Wealth (registered 2025-05-22)May 21, 2025 · Advisor changed firm · fact
- Jerry Robert Sneed left Procyon for Third View Private Wealth (registered 2025-06-05)May 21, 2025 · Advisor changed firm · fact
- Francis John Mckiernan left Procyon for Third View Private Wealth (registered 2025-05-22)May 21, 2025 · Advisor changed firm · fact
- 6 advisors left Procyon (Shelton, CT) for Third View Private Wealth on the same dayMay 21, 2025 · Team lift-out · derived
- Michael Alexander Herbert left Procyon for Third View Private Wealth (registered 2025-06-03)May 21, 2025 · Advisor changed firm · fact
- Zoltan Pongracz left Procyon for Third View Private Wealth (registered 2025-05-22)May 21, 2025 · Advisor changed firm · fact
- 2 advisors left Procyon (New York, NY) for Third View Private Wealth on the same dayMay 21, 2025 · Team lift-out · derived
- Procyon reported 11 offices beyond its principal office, up from 5 (2024-11-19 to 2025-02-25)Feb 25, 2025 · Office count change · derived
- Procyon reported RAUM $6.3B, up 27% from $4.9B (2023-08-04 to 2024-03-19)Mar 19, 2024 · RAUM change · derived
- 2 advisors left Baker Tilly Wealth Management, LLC (New York, NY) for Procyon on the same dayJul 26, 2023 · Team lift-out · derived
- 2 advisors left Baker Tilly Wealth Management, LLC (New York, NY) for Procyon on the same dayJun 26, 2023 · Team lift-out · derived
- 2 advisors left Wells Fargo Advisors (Baltimore, MD) for Procyon on the same dayNov 10, 2022 · Team lift-out · derived
- Procyon reported RAUM $5.3B, up 406% from $1.0B (2021-11-29 to 2022-01-25)Jan 25, 2022 · RAUM change · derived
- Procyon reported RAUM $1.0B, up 28% from $813.8M (2020-07-31 to 2021-02-12)Feb 12, 2021 · RAUM change · derived
- Procyon reported RAUM $813.8M, up 109% from $390.0M (2019-12-23 to 2020-03-13)Mar 13, 2020 · RAUM change · derived
- Procyon reported RAUM $390.0M, up 56% from $250.0M (2019-02-18 to 2019-03-11)Mar 11, 2019 · RAUM change · derived
- Procyon Private Wealth Partners Llc filed its initial SEC registration (Form ADV)Apr 20, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Procyon · Independent Sponsorsshared crd · capital_provider
- Procyon Advisors, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business phone
- 475-232-2700reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 844-776-2966reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/18096239/ADMIN/UPDATESreportedpublic record, Form ADV, Sep 18, 2026
- Website
- procyon.netreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (475) 232-2704reportedpublic record, Form ADV, Jul 28, 2026
- Contact form
- procyon.net/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- procyon.net/about/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $192Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026