Cynosure Portfolio Advisors LLC

Overview

Cynosure Portfolio Advisors LLC is an independent registered investment adviser organized as an LLC. The firm was SEC-registered in 2025 and is owned by a combination of a domestic entity and an individual. Its client focus is individuals and families; core services are financial planning and portfolio management for individuals and small businesses. The firm charges clients by percentage of assets under management and also uses hourly and fixed-fee arrangements. The adviser reports it is not an active ESG investor and is not designated as a multi-state adviser on its registration, though it does operate multiple offices (see Location & Offices). Cynosure is identified as a related adviser and has industry roles beyond retail advisory—its disclosures show affiliations as an other investment adviser, a CPO/CTA, and a sponsor/GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices