SYNERGY CAPITAL ADVISORS, LLC

SYNERGY CAPITAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 140982). Regulatory assets under management: $2.2M.

Registration

• CRD: 140982
• Type: Registered investment adviser
• Phone: 512-516-9710
• Latest filing: 2026-03-06
• Regulatory AUM: $2.2M
• Discretionary AUM: $2.2M
• Accounts: 4

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 140982 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search