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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 24, 2025 and March 27, 2026, reported AUM increased 49.3%, from $2.9B to $4.4B.
Across 5 reported observations, AUM increased 499.8% between November 17, 2022 and March 27, 2026, from $730.1M to $4.4B.
Of the latest reported AUM, 53.0% is discretionary and 47.0% is non-discretionary.
The firm reports 5 advisory representatives and 72 clients, or 14.4 clients per representative. That equates to $60.8M in reported AUM per client.
The profile lists 3 reported office locations and 4 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Syon Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
--
- 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
SMA allocation detail is available
Syon Capital LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Syon Capital LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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