{
  "crd_number": 110612,
  "slug": "john-a-bysko-associates-old-lyme-ct-110612",
  "primary_business_name": "JOHN A. BYSKO ASSOCIATES",
  "legal_name": "BYSKO JOHN ALLAN",
  "dbas": [
    "JOHN A. BYSKO ASSOCIATES LLC"
  ],
  "city": "Old Lyme",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-03-20",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2024-03-29",
  "carried_forward": false,
  "raum_total": 204313517.0,
  "raum_discretionary": 204313517.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 6649309.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 15244796.0,
      "count": 55
    },
    "high_net_worth_individuals": {
      "raum": 182419412.0,
      "count": 67
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CT"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110612",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "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?"
    }
  ],
  "city_as_filed": "OLD LYME",
  "url": "https://advisorcensus.com/firm/john-a-bysko-associates-old-lyme-ct-110612",
  "display_name": "John A. Bysko Associates",
  "summary": "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.",
  "citation": "AdvisorCensus. John A. Bysko Associates (CRD 110612): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is John A. Bysko Associates compensated?",
      "a": "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)."
    },
    {
      "q": "Where is John A. Bysko Associates located?",
      "a": "John A. Bysko Associates' principal office is in Old Lyme, CT, according to its Form ADV."
    },
    {
      "q": "Is John A. Bysko Associates registered with the SEC or a state?",
      "a": "John A. Bysko Associates is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 110612."
    },
    {
      "q": "How much does John A. Bysko Associates manage?",
      "a": "John A. Bysko Associates reports $204,313,517 in regulatory assets under management in its Form ADV filing dated March 29, 2024 (100% discretionary)."
    },
    {
      "q": "How have John A. Bysko Associates' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does John A. Bysko Associates serve?",
      "a": "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)."
    },
    {
      "q": "Does John A. Bysko Associates report any disciplinary disclosures?",
      "a": "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"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 189056524.0,
      "total_employees": 1,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 218259088.0,
      "total_employees": 1,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 191491823.0,
      "total_employees": 1,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 204313517.0,
      "total_employees": 1,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 204313517.0,
      "total_employees": 1,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 204313517.0,
      "total_employees": 1,
      "filing_date": "2024-03-29"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/john-a-bysko-associates-old-lyme-ct-110612.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 55,
      "fewer_than_5": false,
      "raum": 15244796.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 67,
      "fewer_than_5": false,
      "raum": 182419412.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 6649309.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/110612",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}