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John A. Bysko Associates
Filed as JOHN A. BYSKO ASSOCIATES · Legal name Bysko John Allan
John A. Bysko Associates is an SEC-registered investment advisory firm in Old Lyme, CT, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 29, 2024.
Quick answers
From the filingHow is John A. Bysko Associates compensated?
On its Form ADV (Item 5.E, October 2026), John A. Bysko Associates reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
Where is John A. Bysko Associates located?
John A. Bysko Associates' principal office is in Old Lyme, CT, according to its Form ADV.
Is John A. Bysko Associates registered with the SEC or a state?
John A. Bysko Associates is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 110612.
How much does John A. Bysko Associates manage?
John A. Bysko Associates reports $204,313,517 in regulatory assets under management in its Form ADV filing dated March 29, 2024 (100% discretionary).
How have John A. Bysko Associates' assets and staff changed since 2021?
In the Form ADV data for John A. Bysko Associates: Regulatory assets under management: $189,056,524 in the October 2021 data and $204,313,517 in the October 2026 data, up 8%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does John A. Bysko Associates serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (55); charitable organizations (2).
Does John A. Bysko Associates report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110612
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$204,313,517 as of October 2026, filing dated March 29, 2024.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Bysko John Allan
- Also doing business as
- JOHN A. BYSKO ASSOCIATES LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $204,313,517 | 1 | March 29, 2024 |
| October 2025 | $204,313,517 | 1 | March 29, 2024 |
| October 2024 | $204,313,517 | 1 | March 29, 2024 |
| October 2023 | $191,491,823 | 1 | March 29, 2023 |
| October 2022 | $218,259,088 | 1 | March 30, 2022 |
| October 2021 | $189,056,524 | 1 | March 29, 2021 |
Regulatory assets under management: $189,056,524 in the October 2021 data and $204,313,517 in the October 2026 data, up 8%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. John A. Bysko Associates (CRD 110612): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/john-a-bysko-associates-old-lyme-ct-110612