# John A. Bysko Associates

> 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.

- CRD: 110612
- Filed as: JOHN A. BYSKO ASSOCIATES
- Legal name: Bysko John Allan
- Also doing business as: JOHN A. BYSKO ASSOCIATES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Old Lyme, CT
- Filing period: October 2026
- Form ADV filing dated: March 29, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110612
- AdvisorCensus page: https://advisorcensus.com/firm/john-a-bysko-associates-old-lyme-ct-110612

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $204,313,517
- Discretionary: $204,313,517
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 55 | $15,244,796 |
| High net worth individuals | 67 | $182,419,412 |
| Charitable organizations | 2 | $6,649,309 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110612

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $189,056,524 | 1 | March 29, 2021 |
| October 2022 | $218,259,088 | 1 | March 30, 2022 |
| October 2023 | $191,491,823 | 1 | March 29, 2023 |
| October 2024 | $204,313,517 | 1 | March 29, 2024 |
| October 2025 | $204,313,517 | 1 | March 29, 2024 |
| October 2026 | $204,313,517 | 1 | March 29, 2024 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. John A. Bysko Associates (CRD 110612): Form ADV filing data as of October 2026.