Capital Synergy Partners

Overview

Capital Synergy Partners operates as a corporation functioning primarily as an independent broker-dealer and insurance broker that also provides advisory services. The firm is SEC-registered (since 2010) and described as a capital allocator that serves individual and family clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Compensation is mixed: percentage-of-AUM arrangements sit alongside hourly and fixed fees and other fee types. The snapshot labels the owner type as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor and is marked as not a multi-state adviser on the regulatory snapshot, even though its business model includes broker-dealer and insurance activities that often involve broader branch networks.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices