Sincerus Advisory
Firm details
- Headquarters
- ,
- CRD number
- 300559
- Registered since
- July 23, 2020
- Website
- sincerusadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.52%
- Individuals27.57%
- Corporations / Businesses10.76%
- Charitable Organizations9.21%
- Pension & Profit Sharing Plans0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sincerus Advisory is an independent, owner-operated limited liability company that provides financial planning and discretionary portfolio management for individual, family and institutional clients. The firm is SEC registered (registration year 2020) and operates as a capital allocator, offering both percentage-of-AUM and fixed-fee billing arrangements. Core advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of third-party advisers. Sincerus does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents7%
- US Government Bonds6%
- Other1%
Contacts
3 of 3
David Wilson
Managing PartnerCRD 4253003
Daniel Ryan
Managing PartnerCRD 5476606
Valerie Williams
Financial Planning SpecialistCRD 3130308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$152M in ETFs
89%
$135M
6%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $23.2M | 30,399 | 15.27% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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