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- Custodian
- Fidelity/NFS ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-27-2025
- Office Locations
- 1
Office Locations
About Alcyon Wealth Partners
Alcyon Wealth Partners is an independent RIA in Youngstown, Ohio providing disciplined financial planning and portfolio management. The team serves athletes/coaches, business owners, corporate executives, and families, with a structured, analytical approach to risk management, asset allocation, and portfolio construction. Public filings indicate portfolios are primarily ETF-based with cash and U.S. government bonds, and client access is supported through Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MARC ANDREW PRESLEY
Financial Advisor, Managing Member, PRINCIPAL
- CRD
- #2925516
- Ownership
- 50% but less than 75%
DON RICHARD SHERWOOD
Financial Advisor, Managing Member, PRINCIPAL
- CRD
- #4516281
- Ownership
- 50% but less than 75%
Beacon horizon
Element peak
- CRD
- #99639
- Ownership
- 46.3%
Showing 2 of 3 owners & executives
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Nicholas Andrew Bianco
--
- CRD
- #7230862
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $356,492,833 | $325,267 |
| Non-Discretionary | $0 | -- |
| Total | $356,492,833 | $325,267 |
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Separately Managed Accounts
Total SMA Asset: $356,492,833
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,150,529,904 | 24.5% |
| Equity - Exchange | $380,379,275 | 8.1% |
| Cash | $1,549,693,341 | 33.0% |
| U.S. Government/Agency | $1,615,437,906 | 34.4% |
| Total | $4,696,040,426 | 100.0% |