PROCYON

PROCYON ADVISORS, LLC

CRD 288239 · SEC 801-110493

Visit website

1 CORPORATE DRIVE, SUITE 225, SHELTON, CT, 06484, United States

Phone

(475) 232-2704

Fax

(475) 232-2747

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$9.20B

Discretionary AUM

$3.54B

Team

76 total employees; 49 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-14

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers

Client types

Type	Clients	AUM
Individuals	2084	$574.1M
High net worth individuals	691	$2.84B
Pooled investment vehicles	2	$43.1M
Pension/profit sharing plans	156	$4.91B
State/municipal entities	12	$479.3M
Corporations/business entities	103	$350.5M

States served

VT, AL, AZ, AR, CA, CO, DC, GA, IL, IN, KS, LA, ME, MD, MA, MI, MN, MT, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD