Sincerus Advisory
Firm details
- Headquarters
- ,
- CRD number
- 300559
- Registered since
- July 23, 2020
- Website
- sincerusadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI51.52%
- Individuals27.57%
- Corporations / Businesses10.76%
- Charitable Organizations9.21%
- Pension & Profit Sharing Plans0.94%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Sincerus Advisory is an independent, SEC-registered registered investment adviser organized as an LLC and on the SEC books since 2020. The firm is owner-operated and positions itself as a capital allocator that works with both individual/family clients and institutional or business clients. Its fee model combines percentage-of-AUM billing and fixed fees. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers (third-party manager selection). The firm does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities59%
- Public Funds/Mutual Funds27%
- Cash & Cash Equivalents7%
- US Government Bonds6%
- Other1%
Contacts
3 of 3
Daniel Ryan
Managing PartnerCRD 5476606
David Wilson
Managing PartnerCRD 4253003
Valerie Williams
Financial Planning SpecialistCRD 3130308
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$146M in ETFs
90%
$131M
5%
$15.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.8M | 30,511 | 15.58% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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