Sykon Capital LLC
Sykon Capital LLC is a privately owned SEC-registered investment advisory firm headquartered in Harrison, NY, with an additional office in Jupiter, FL. Founded in 2023, the firm is owned by Stephen M. Ruvituso, Todd A. Stankiewicz, Joseph P. Castiglie III, and Julie Ackerman. As of December 31, 2024, Sykon Capital managed approximately $330 million in assets for about 707 client accounts. The firm provides investment management, financial planning, and consulting services primarily to individual (retail) investors. Its team focuses on long-term wealth strategy and fiduciary service, operating as a fee-only adviser.
Investment Strategy
Sykon Capital offers discretionary and non-discretionary investment management services tailored to each client's investment objectives and risk tolerance. The firm strives to provide long-term wealth management through diversified portfolios, frequent portfolio reviews, ongoing client communication, and financial planning. Their strategy emphasizes aligning investments with clients’ goals and values, while adapting to changing market and personal circumstances. They do not operate wrap fee programs and prioritize transparency and fiduciary duty in their advisory relationships.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 8.52% | $23.4M | 321,497 | $72.69 | $72.69 | +$23.4M |
V VXUS | VANGUARD STAR FDS | 6.75% | $18.5M | 268,071 | $69.09 | $69.09 | +$18.5M |
U USFR | WISDOMTREE TR | 6.29% | $17.2M | 342,559 | $50.32 | $50.31 | -$12.1M |
X XLK | SELECT SECTOR SPDR TR | 5.17% | $14.2M | 55,946 | $253.23 | $253.23 | +$14.2M |
R RSP | INVESCO EXCHANGE TRADED FD T | 4.37% | $12.0M | 65,860 | $181.74 | $181.74 | +$12.0M |