SYNDICATED CAPITAL, INC.

Overview

Syndicated Capital, Inc. operates as an independent broker-dealer and insurance broker focused on individuals and families. The firm delivers financial planning and portfolio management targeted at individual investors and small-business owners, with a clear tilt toward equity exposure. Its investment activity centers on discretionary management — the firm runs most client assets under mandates that allow active allocation decisions, favoring exchange-traded equities as the primary building block. Business operations blend brokerage and advisory functions: advisors can execute insurance and brokerage solutions alongside fee-based planning and portfolio services. The firm does not present itself as an ESG-driven allocator and reports limited non-discretionary mandates, which reinforces an investment model built around active, advisor-led discretionary portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices