|
⚲
|
| Keyboard |
| Capital Synergy Partners Inc
✚
|
|
|---|---|
| CRD # | 148733 |
| SEC # | 801-136697 |
| CIK # | |
| AUM | 102.3 M (2026-06-26) |
| Employees | 46 (28% Investors, 28% Brokers) |
| Phone | 949-442-7413 |
| Address | 2860 Michelle Drive, Suite 150 Irvine, CA 92606 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 217 | 43.2 |
| (b) Individuals (high net worth individuals) | 114 | 59.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 331 | 102.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 331 | 102.3 |
| Total | 331 | 102.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.3 | |
| Total | 331 | 102.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fairchild Capital LLC
✚
|
OR | 102.8 M |
|
Dorian Investment Advisory LLC
✚
|
TN | 102.6 M |
|
Brazos Capital LLC
✚
|
TX | 102.5 M |
|
Stillwater Capital Management Corp
✚
|
CA | 102.5 M |
|
Rocky Hill Advisors Inc
✚
|
MA | 102.4 M |
|
Betterman Digital Wealth Inc
✚
|
102.1 M | |
|
Haire Wealth Management Inc
✚
|
MS | 102.0 M |
|
Balanced Wealth Management LLC
✚
|
RI | 102.0 M |
|
Touchstone Capital Inc
✚
|
PA | 101.9 M |
|
Onewelth Inc
✚
|
NY | 101.9 M |