Overview
Assets Under Management: $99 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 40
Average Client Assets: $1.6 million
Frequently Asked Questions
SYNERGY CAPITAL 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 #334117), SYNERGY CAPITAL is subject to fiduciary duty under federal law.
SYNERGY CAPITAL is headquartered in FORT COLLINS, CO.
SYNERGY CAPITAL serves 40 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, SYNERGY CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
SYNERGY CAPITAL manages $99 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, SYNERGY CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.46%
Average Client Assets: $1.6 million
Total Client Accounts: 213
Discretionary Accounts: 213
Regulatory Filings
CRD Number: 334117
Filing ID: 2039977
Last Filing Date: 2026-02-26 15:23:06