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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS · SEI · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-26-2017
- Office Locations
- 25
Office Locations
About Procyon
Procyon is an independent, fiduciary advisory firm serving affluent individuals and families, institutions (retirement plans, endowments, foundations and nonprofits) and employers. The team provides comprehensive financial planning, portfolio and risk management, institutional consulting and employee benefits support, plus tax and accounting services through Seperack & Company. Procyon also supports partner advisors by offloading middle- and back-office work, and publishes research from its Alpha Quant team.
Reported data analysis
What the numbers show
Between December 16, 2025 and July 28, 2026, reported AUM increased 18.5%, from $7.8B to $9.2B.
Across 5 reported observations, AUM increased 74.7% between October 3, 2022 and July 28, 2026, from $5.3B to $9.2B.
Of the latest reported AUM, 38.5% is discretionary and 61.5% is non-discretionary.
The firm reports 49 advisory representatives and 3,048 clients, or 62.2 clients per representative. That equates to $3.0M in reported AUM per client.
The profile lists 25 reported office locations and 9 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Procyon record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY HOPKINS FARRAR
CHIEF OPERATING OFFICER, Partner
- CRD
- #3062322
- Ownership
- Less than 5%
PHIL GIUSEPPE FIORE JR
Chief Executive Officer
- CRD
- #2547584
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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ROBERT SEAN ALIMENA
Private Wealth Advisor
- CRD
- #4935476
RICHARD JOSEPH APPALUCCIO
Consultant
- CRD
- #2246542
Showing 2 of 48 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,544,291,066 | $415,266 |
| Non-Discretionary | $5,659,976,954 | $31,270,591 |
| Total | $9,204,268,020 | $1,056,020 |
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Separately Managed Accounts
SMA allocation detail is available
Procyon has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Procyon's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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