Overview
Assets Under Management: $125 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 19
Average Client Assets: $7 million
Frequently Asked Questions
SINECERA CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298872), SINECERA CAPITAL, LLC is subject to fiduciary duty under federal law.
SINECERA CAPITAL, LLC is headquartered in AUSTIN, TX.
SINECERA CAPITAL, LLC serves 19 high-net-worth clients according to their SEC filing dated May 29, 2024. View client details ↓
According to their SEC Form ADV, SINECERA CAPITAL, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SINECERA CAPITAL, LLC manages $125 million in client assets according to their SEC filing dated May 29, 2024.
According to their SEC Form ADV, SINECERA CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 120
Discretionary Accounts: 93
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 298872
Last Filing Date: 2024-05-29 00:00:00
Website: https://sineceracapital.com