CAPITAL SYNERGY PARTNERS

Overview

Capital Synergy Partners is an independent broker-dealer and capital allocator that serves individual and family clients. Formed and SEC-registered in 2010, the firm combines brokerage and insurance distribution with advisory work that includes financial planning, portfolio management for individuals and small businesses, and the selection of third-party managers. Its owner structure is a mix of a domestic entity and an individual, and it charges clients through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices