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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-26-2023
- Office Locations
- 3
Office Locations
About Sykon Capital LLC
Sykon Capital is a fee-only, fiduciary wealth management firm based in Harrison, NY, serving New York and beyond. It pairs financial planning with a disciplined, rules-based investment process focused on mitigating downside risk and clients’ behavioral responses to losses. Portfolios are implemented primarily with ETFs, with Schwab access and a Tru-View client portal supporting day-to-day servicing and distribution workflows.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN MICHAEL RUVITUSO
Chairman, Chief Executive Officer, PARTNER
- CRD
- #1056605
- Ownership
- 75% or more
TODD ANDREW STANKIEWICZ
Chief Investment Officer, President
- CRD
- #4936190
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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MATTHEW CHUNG
--
- CRD
- #6508060
Emily Ann Schaefer
Financial Planner
- CRD
- #4812440
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,442,974 | $528,658 |
| Non-Discretionary | $633,903 | $316,952 |
| Total | $350,076,877 | $528,019 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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