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- Custodian
- Apex · Charles Schwab & Company · Fidelity/NFS · SEI · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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