Capital Synergy Partners

Overview

Capital Synergy Partners operates as a corporate, independent broker-dealer and insurance broker that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers on behalf of clients. It acts as a capital allocator and uses a mix of fee arrangements, including percentage-of-AUM fees, hourly charges, fixed fees, and other fee structures. The firm does not position itself as an ESG investor and maintains state registrations across a broad set of jurisdictions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices