# Alcyon Wealth Partners

> 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.

- CRD: 334909
- Filed as: ALCYON WEALTH PARTNERS
- Legal name: Alcyon Wealth Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Youngstown, OH
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334909
- AdvisorCensus page: https://advisorcensus.com/firm/alcyon-wealth-partners-youngstown-oh-334909

## Quick answers

**How is Alcyon Wealth Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Alcyon Wealth Partners reports these compensation arrangements: a percentage of assets under its management.

**How much does Alcyon Wealth Partners charge?**
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.

**Where is Alcyon Wealth Partners located?**
Alcyon Wealth Partners' principal office is in Youngstown, OH, according to its Form ADV.

**Is Alcyon Wealth Partners registered with the SEC or a state?**
Alcyon Wealth Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334909.

**How much does Alcyon Wealth Partners manage?**
Alcyon Wealth Partners reports $356,492,833 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**How have Alcyon Wealth Partners' assets and staff changed since 2025?**
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.

**What types of clients does Alcyon Wealth Partners serve?**
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).

**Which custodians does Alcyon Wealth Partners use?**
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.

**Does Alcyon Wealth Partners report any disciplinary disclosures?**
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

**Does Alcyon Wealth Partners state an account minimum?**
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."

**What changed in Alcyon Wealth Partners' recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO, LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 15, 2026)

- Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> Alcyon generally does not impose a minimum relationship size. However, its services are tailored to high net worth families and professional athletes.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $356,492,833
- Discretionary: $356,492,833
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 289 | $84,865,773 |
| High net worth individuals | 94 | $267,246,535 |
| Corporations or other businesses not listed above | 12 | $4,380,525 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, GA, LA, MO, NC, NH, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alcyonwealth.com
- LinkedIn @alcyon-wealth-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $315,565,202 | 6 | July 25, 2025 |
| October 2026 | $356,492,833 | 5 | August 20, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO, LA.

### March 2026
- Regulatory assets under management went from $315,565,202 to $356,492,833 (+13%).

### December 2025
- Registered or notice-filed in AZ, FL, GA, MO, NC, NH, PA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alcyon Wealth Partners (CRD 334909): Form ADV filing data as of October 2026.