Sykon Capital LLC

Sykon Capital LLC is a privately owned investment advisory firm established in 2023 and registered with the U.S. Securities and Exchange Commission. The firm manages approximately $330 million in assets for over 700 accounts, offering both discretionary and non-discretionary investment management services, financial planning, and consulting. Clients are required to enter into written agreements outlining the terms of the advisory relationship. The firm employs various investment strategies, including fundamental, cyclical, charting, and technical analysis, and offers diversified portfolios tailored to individual client needs and risk tolerance. Fees for investment management services range up to 1.60% annually and are assessed monthly based on the total asset value. Additionally, the firm offers financial planning, consulting, and performance reporting services on a fixed fee basis. Sykon Capital does not charge performance-based fees and does not require a minimum portfolio value for client accounts. The firm does not vote proxies for client securities or file proofs of claim for class action lawsuits. Clients have the option to direct brokerage transactions and may authorize the firm to vote proxies on their behalf. Schwab has provided a loan to the firm, guaranteed by the principals, which is used for business operations. The firm does not foresee any financial conditions that would impair its ability to meet client commitments. For more information, clients can contact the firm directly.