Capital Synergy Partners

Overview

Capital Synergy Partners operates as an independent broker-dealer and insurance broker organized as a corporation and SEC-registered since 2010. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It functions as a capital allocator, placing client capital with third-party managers in addition to managing more traditional retail investments. Its fee options include a percentage of AUM, hourly charges, fixed fees, and other arrangements. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices