Synergy Capital Advisors, LLC

Overview

Synergy Capital Advisors, LLC is a small, individually owned investment adviser that provides discretionary portfolio management to individuals, families and small businesses, and also accepts institutional or business clients. The firm’s stated preference is equities, and its portfolio activity centers on exchange-traded securities as the primary vehicle for client exposure. Fee arrangements include a percentage-of-AUM component and the ability to charge performance-based fees, which suggests some client relationships are structured to share upside with the adviser. The firm is not positioned as an ESG-focused manager, is not a multi-state adviser, and does not present itself as a capital allocator. Advisory work is concentrated on direct portfolio management rather than broader consulting roles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices