# Syon Capital LLC

> Syon Capital LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 322776
- Filed as: SYON CAPITAL LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322776
- AdvisorCensus page: https://advisorcensus.com/firm/syon-capital-llc-san-francisco-ca-322776

## Quick answers

**How is Syon Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Syon Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**What does Syon Capital LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 27, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Syon Capital LLC located?**
Syon Capital LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is Syon Capital LLC registered with the SEC or a state?**
Syon Capital LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322776.

**How much does Syon Capital LLC manage?**
Syon Capital LLC reports $4,379,631,229 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (53% discretionary).

**How have Syon Capital LLC's assets and staff changed since 2022?**
In the Form ADV data for Syon Capital LLC: Regulatory assets under management: $0 in the October 2022 data and $4,379,631,229 in the October 2026 data. Total employees: 10 in October 2022 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Syon Capital LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (64); pooled investment vehicles (other than investment companies and business development companies) (6); charitable organizations (2).

**Which custodians does Syon Capital LLC use?**
Syon Capital LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Syon Capital LLC 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/322776

**What changed in Syon Capital LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 5. Regulatory assets under management went from $2,933,416,209 to $4,379,631,229 (+49%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 27, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Syon charges an annual advisory fee up to 1.50% of client assets under management. The annual advisory fee payable by a client is set forth in the agreement executed by Syon and the client.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $4,379,631,229
- Discretionary: $2,321,650,914
- Non-discretionary: $2,057,980,315

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 64 | $4,285,068,927 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $51,596,113 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $42,966,189 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 17 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- syoncap.com
- LinkedIn @88641357

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 10 | September 16, 2022 |
| October 2023 | $1,417,014,149 | 9 | October 3, 2023 |
| October 2024 | $2,534,443,012 | 10 | August 12, 2024 |
| October 2025 | $2,933,416,209 | 13 | April 29, 2025 |
| October 2026 | $4,379,631,229 | 17 | July 27, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $4,379,631,229 in the October 2026 data.
Total employees: 10 in October 2022 and 17 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 5.
- Regulatory assets under management went from $2,933,416,209 to $4,379,631,229 (+49%).

### December 2025
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Syon Capital LLC (CRD 322776): Form ADV filing data as of October 2026.