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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-12-2022
- Office Locations
- 3
Office Locations
About Syon Capital LLC
Syon Capital is a fiduciary RIA delivering family office-style advice to some of the nation’s wealthiest families, executives, and entrepreneurs. The firm builds thoughtfully curated, nimble portfolios and holistic strategies designed to grow, protect, and transfer wealth across generations, with an intentionally proactive, tax-aware approach. Custody includes Charles Schwab, and ETFs are a core implementation vehicle.
Team overview
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Technology
Owner & Executives
SIEN CHEN
Chief Financial Officer
- CRD
- #5494298
- Ownership
- Less than 5%
ASHU CHOPRA
Founder & CEO
- CRD
- #4263099
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Michelle Benicta
Client Service Associate
- CRD
- #7201957
Florence Chau
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- CRD
- #8282787
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,321,650,914 | $4,473,316 |
| Non-Discretionary | $2,057,980,315 | $3,610,492 |
| Total | $4,379,631,229 | $4,021,700 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | 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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