LP Profile

Procyon Advisors

Also known as procyon

Wealth ManagerShelton, United StatesFounded 2017
Shelton
Headquarters
Investment Focus

About Procyon Advisors

Partner with Procyon for a simpler path to exceptional outcomes in financial planning, investment management, employee benefits, tax & accounting, and risk management. We are a 100% employee-owned, independent firm committed to serving our clients and the community.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Procyon Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$9.2B
Total Clients
8,716
Filing Date
May 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Procyon Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Procyon Advisors?

Procyon Advisors is a wealth manager based in Shelton, United States.

Where is Procyon Advisors headquartered?

Procyon Advisors is headquartered in Shelton, United States.

When was Procyon Advisors founded?

Procyon Advisors was founded in 2017.

How can I contact Procyon Advisors?

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