Synergos Capital Management
Firm details
- Headquarters
- ,
- CRD number
- 315583
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Synergos Capital Management is an independent, sole‑proprietor registered investment adviser operating out of Texas and focused on fee‑based portfolio management for individuals and small businesses. The firm is structured around a single owner and charges clients on a percentage‑of‑AUM basis. Its advisory mandate centers on managing discretionary portfolios for a very small, concentrated client base rather than acting as a capital allocator or pension consultant. The firm does not advertise an ESG investing program, is not registered as a multi‑state adviser, and identifies its primary client type as individuals and families. Advisory activity is limited to portfolio management services rather than broader institutional consulting or related‑adviser arrangements.
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 Equities79%
- Derivatives13%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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