HALCYON GLOBAL ADVISORS
SEC RegisteredPIONEERING THE FUTURE OF INVESTMENT MANAGEMENT
About the firm
Halcyon is a boutique, family office that specializes in providing highly personalized and proactive financial planning and investment management services to business owners, professionals, individuals and families. They deliver integrated wealth management solutions addressing clients' financial priorities across wealth creation and growth, preservation and protection, and distribution and legacy transfer.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, financial planning, estate planning, income tax planning, risk management, retirement planning, education planning, asset protection, charitable planning, and tax and estate planning through trusts, gifts, sales, and wealth transfer methods
Who they serve
Business owners, professionals, individuals, families, and entrepreneurs
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 92 | $27M |
| High Net Worth Individuals | 52 | $173M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 3 | $6.0M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 2.50% |
| $500,000 - $1,000,000 | 1.50% |
| $1,000,000 and up | 1.25% |
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. HALCYON GLOBAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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