Alcyon Wealth Advisors, LLC
● SEC registered since 2025CRD 334909SEC# 801-132263Youngstown, OH
Reg. AUM
$356.5M
Employees
5
Accounts
1,096
Location
Youngstown, OH
Alcyon Wealth Advisors, LLC assets under management
Alcyon Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Youngstown, OH. The firm has been registered since 2025. It reports $356.5 million in regulatory assets under management and employs 5 people.
Alcyon Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon L Polish Control | Chief Compliance Officer | Under 5% | 2025 |
| Don Richard Sherwood Control | Principal / Managing Member / Financial Advisor | 50-75% | 2025 |
| Marc Andrew Presley Control | Principal / Managing Member / Financial Advisor | 50-75% | 2025 |
Frequently asked questions
How much does Alcyon Wealth Advisors, LLC manage?
Alcyon Wealth Advisors, LLC reports $356.5 million in regulatory assets under management on its Form ADV.
How many employees does Alcyon Wealth Advisors, LLC have?
Alcyon Wealth Advisors, LLC reports 5 employees.
Where is Alcyon Wealth Advisors, LLC located?
Alcyon Wealth Advisors, LLC is based in Youngstown, OH and has been SEC-registered since 2025.
Does Alcyon Wealth Advisors, LLC disclose fund performance?
Alcyon Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5121 Mahoning Avenue, Suite 101, Youngstown, OH 44515-1847 |
| Phone | (330) 797-4088 |
| Fax | (330)797-4089 |
| Office hours | By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$356.5M▲ 13%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$356.5Mregulatory AUM
Discretionary $356.5M