John F Suby Wealth Management Llc
- Regulatory AUM
- $465M
- Discretionary
- $435M
- Clients
- 196
- Avg AUM / client
- $2.4M
- Accounts
- 287
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 122 | $101M | 21.7% |
| High net worth individuals | 61 | $315M | 67.8% |
| Pension and profit sharing plans | Fewer than 5 clients | $30.3M | 6.52% |
| Charitable organizations | 6 | $11.5M | 2.48% |
| Corporations and other businesses | 7 | $7.3M | 1.57% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew John Suby | Cco | Aug 2009 (17y) | ≈ 18.75% – 50% via John F Suby & Associates S.C. | |
| Amy Elizabeth Butrymowicz | Shareholder | Jan 2012 (15y) | ≈ 18.75% – 50% via John F Suby & Associates S.C. | |
| Suby, John, Frederik | Shareholder | Jun 2023 (3y) | ≈ 18.75% – 50% via John F Suby & Associates S.C. | |
| Slipka, Sarah, Elizabeth | Shareholder | Jun 2023 (3y) | ≈ 18.75% – 50% via John F Suby & Associates S.C. | |
| Nicholas Jay Toman | Registered representative | CFP | Feb 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| John F Suby & Associates S.C. | Managing Member | Jun 2009 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Matthew John Suby: 25% – 50% of John F Suby & Associates S.C. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Amy Elizabeth Butrymowicz: 25% – 50% of John F Suby & Associates S.C. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Suby, John, Frederik: 25% – 50% of John F Suby & Associates S.C. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Slipka, Sarah, Elizabeth: 25% – 50% of John F Suby & Associates S.C. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/23/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $429M (92% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗