{
  "crd_number": 334909,
  "slug": "alcyon-wealth-partners-youngstown-oh-334909",
  "primary_business_name": "ALCYON WEALTH PARTNERS",
  "legal_name": "ALCYON WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Youngstown",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "49660",
  "metro": {
    "cbsa_code": "49660",
    "common_name": "Youngstown",
    "msa_name": "Youngstown-Warren, OH",
    "path": "/advisors/oh/youngstown"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-03-27",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-08-20",
  "carried_forward": false,
  "raum_total": 356492833.0,
  "raum_discretionary": 356492833.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 84865773.0,
      "count": 289
    },
    "high_net_worth_individuals": {
      "raum": 267246535.0,
      "count": 94
    },
    "corporations_other_businesses": {
      "raum": 4380525.0,
      "count": 12
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO",
    "FL",
    "GA",
    "LA",
    "MO",
    "NC",
    "NH",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://alcyonwealth.com",
    "https://linkedin.com/company/alcyon-wealth-partners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334909",
  "city_as_filed": "YOUNGSTOWN",
  "url": "https://advisorcensus.com/firm/alcyon-wealth-partners-youngstown-oh-334909",
  "display_name": "Alcyon Wealth Partners",
  "summary": "Alcyon Wealth Partners is an SEC-registered investment advisory firm in Youngstown, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.",
  "citation": "AdvisorCensus. Alcyon Wealth Partners (CRD 334909): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Alcyon Wealth Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Alcyon Wealth Partners reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Alcyon Wealth Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Alcyon Wealth Partners located?",
      "a": "Alcyon Wealth Partners' principal office is in Youngstown, OH, according to its Form ADV."
    },
    {
      "q": "Is Alcyon Wealth Partners registered with the SEC or a state?",
      "a": "Alcyon Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334909."
    },
    {
      "q": "How much does Alcyon Wealth Partners manage?",
      "a": "Alcyon Wealth Partners reports $356,492,833 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Alcyon Wealth Partners' assets and staff changed since 2025?",
      "a": "In the Form ADV data for Alcyon Wealth Partners: Regulatory assets under management: $315,565,202 in the October 2025 data and $356,492,833 in the October 2026 data, up 13%. Total employees: 6 in October 2025 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Alcyon Wealth Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (289); high net worth individuals (94); corporations or other businesses not listed above (12)."
    },
    {
      "q": "Which custodians does Alcyon Wealth Partners use?",
      "a": "Alcyon Wealth Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Alcyon Wealth Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334909"
    },
    {
      "q": "Does Alcyon Wealth Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 says: \"Alcyon generally does not impose a minimum relationship size. However, its services are tailored to high net worth families and professional athletes.\""
    },
    {
      "q": "What changed in Alcyon Wealth Partners' recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in CO, LA."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 315565202.0,
      "total_employees": 6,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 356492833.0,
      "total_employees": 5,
      "filing_date": "2026-08-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CO, LA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $315,565,202 to $356,492,833 (+13%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in AZ, FL, GA, MO, NC, NH, PA, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 15, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "1% to 2% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management fees range from 1.00% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Alcyon generally does not impose a minimum relationship size. However, its services are tailored to high net worth families and professional athletes."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        1.0,
        2.0
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management fees range from 1.00% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.",
      "Alcyon generally does not impose a minimum relationship size. However, its services are tailored to high net worth families and professional athletes."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/alcyon-wealth-partners-youngstown-oh-334909.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 289,
      "fewer_than_5": false,
      "raum": 84865773.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 267246535.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 12,
      "fewer_than_5": false,
      "raum": 4380525.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/334909",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}