Hyjc Capital Of Wny, Llc
- Regulatory AUM
- $82.6M
- Discretionary
- $82.5M
- Clients
- 275
- Avg AUM / client
- $300K
- Accounts
- 407
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 205 | $40.7M | 49.3% |
| High net worth individuals | 67 | $41.7M | 50.5% |
| Charitable organizations | 3 | $175K | 0.21% |
| Corporations and other businesses | 0 | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Edward Haugh | President | CFP | Feb 2023 (4y) | ≈ 56.25% – 100% via Hy Holdings Of Wny, Llc |
| Christopher Paul Yuskiw | Chief Compliance Officer | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hy Holdings Of Wny, Llc | Member | Feb 2023 | 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):
- John Edward Haugh: 75% – 100% of Hy Holdings Of Wny, Llc × 75% – 100% direct ≈ 56.25% – 100% 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) | 03/15/2026 | 908 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $68.6M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 15, 2026.
View current Form ADV (SEC/IAPD) ↗