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| Keyboard |
| Alcyon Wealth Advisors LLC
✚
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|
|---|---|
| CRD # | 334909 |
| SEC # | 801-132263 |
| CIK # | |
| AUM | 356.5 M (2026-06-15) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 330-797-4088 |
| Address | 5121 Mahoning Avenue Youngstown, OH 44515-1847 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 84.9 |
| (b) Individuals (high net worth individuals) | 94 | 267.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 4.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,096 | 356.5 |
| By Discretionary | ||
| Discretionary | 1,096 | 356.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,096 | 356.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 356.5 | |
| Total | 1,096 | 356.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lifeway Financial Corporation
✚
|
TX | 358.7 M |
|
Bluestem Financial Advisors LLC
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|
IL | 358.2 M |
|
Pillar Financial Advisors LLC
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|
KY | 357.9 M |
|
Applied Capital LLC
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AR | 357.5 M |
|
Montvue Capital Management Inc
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|
VA | 357.2 M |
|
Houlihan Financial Resource Group Ltd
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|
VA | 357.2 M |
|
GKV Capital Management Co Inc
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|
CA | 357.2 M |
|
Saltmarsh Financial Advisors LLC
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|
FL | 356.5 M |
|
South Lakeview LLC
✚
|
355.0 M | |
|
Lexington Research and Capital Group LLC
✚
|
AR | 354.5 M |