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| Synovus Securities Inc
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| CRD # | 14023 |
| SEC # | 801-19690 |
| CIK # | 0001520194 |
| AUM | $7.1 B (2025-03-31) |
| Employees | 287 (64% Investors, 82% Brokers) |
| Phone | 706-649-2327 |
| Address | 33 West 14th Street Columbus, GA 31901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001520194 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Global Payments Inc | 0.6 | ||
| Coca Cola Co | 0.5 | ||
| Synovus Financial Corp | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Apple Inc | 0.2 | ||
| Southern Co | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Aflac Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Lilly Eli & Co | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| SPDR Gold Trust | 0.1 | ||
| Home Depot Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,958 | 2.5 |
| (b) Individuals (high net worth individuals) | 1,627 | 3.9 |
| (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 | 118 | 0.2 |
| (h) Charitable organizations | 84 | 0.2 |
| (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 | 203 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 11,990 | 7.1 |
| By Discretionary | ||
| Discretionary | 7,142 | 4.1 |
| Non-Discretionary | 4,848 | 3.0 |
| Total | 11,990 | 7.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.1 | |
| Total | 11,990 | 7.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001520194] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Centaurus Financial Inc
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|
CA | 7.3 |
|
US Capital Wealth Advisors LLC
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|
TX | 7.3 |
|
Jonathan Roberts Advisory Group Inc
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FL | 7.2 |
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Foundations Investment Advisors LLC
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AZ | 7.2 |
|
Robertson Stephens Wealth Management LLC
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|
CA | 7.1 |
|
Crestwood Advisors Group LLC
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|
MA | 7.0 |
|
One Capital Management LLC
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|
CA | 7.0 |
|
Annex Advisory Services LLC
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|
WI | 6.9 |
|
Riverbridge Partners LLC
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|
MN | 6.9 |
|
Marcuard Family Office Ltd
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6.8 |