Wealth manager, independent · Old Lyme, CT
John A. Bysko Associates
Bysko John Allan · SEC-registered investment adviser · CRD 110612 · SEC 801-81151
At a glance
John A. Bysko Associates is an SEC-registered investment adviser based in Old Lyme, Connecticut, with $204 million in regulatory assets under management as of its Form ADV filed March 29, 2024. Its largest client group by assets is high-net-worth individuals, and it reports 122 individual clients. By Form ADV it is a wealth manager, ranked 5,739th of 8,915 wealth managers and 12,130th of 17,210 SEC-registered advisers by assets.
- Regulatory AUM
- $204M
- Rank among wealth managers
- #5,739 of 8,915
- Rank among all SEC RIAs
- #12,130 of 17,210
- Rank in Connecticut
- #416 of 507
- Individual clients
- 122
- High-net-worth clients
- 67
- Accounts
- 124
- Discretionary
- 100% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Custody and brokerage
Custodian
John A. Bysko Associates’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 67 | $182M | 89% |
| Individuals | 55 | $15M | 7% |
| Charitable organizations | 2 | $7M | 3% |
Disciplinary disclosures
John A. Bysko Associates answers yes to 1 disclosure item in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on John A. Bysko Associates
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,012 peers of its type and size
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- Owners and executives, with titles and stakes
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does John A. Bysko Associates manage?
John A. Bysko Associates reports $204 million in regulatory assets under management across 124 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 29, 2024.
What kind of firm is John A. Bysko Associates?
John A. Bysko Associates is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are John A. Bysko Associates’s clients?
By assets, its largest client types are high-net-worth individuals ($182 million, 67 clients); individuals ($15 million, 55 clients); charitable organizations ($7 million, 2 clients).
Does John A. Bysko Associates have any disciplinary history?
John A. Bysko Associates answers yes to 1 disclosure item in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is John A. Bysko Associates’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing, which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →