Synergos Capital Management

RIAState Registered
Total AUM
$4.6M
Discretionary
$4.6M
100% of AUM
Avg account
$2.3M
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
315583
Custodians
INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Synergos Capital Management is an independent, sole‑proprietor registered investment adviser operating out of Texas and focused on fee‑based portfolio management for individuals and small businesses. The firm is structured around a single owner and charges clients on a percentage‑of‑AUM basis. Its advisory mandate centers on managing discretionary portfolios for a very small, concentrated client base rather than acting as a capital allocator or pension consultant. The firm does not advertise an ESG investing program, is not registered as a multi‑state adviser, and identifies its primary client type as individuals and families. Advisory activity is limited to portfolio management services rather than broader institutional consulting or related‑adviser arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Derivatives 13%, Cash & Cash Equivalents 5%, Public Funds/Mutual Funds 3%79%
  • Exchange Traded Equities79%
  • Derivatives13%
  • Cash & Cash Equivalents5%
  • Public Funds/Mutual Funds3%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth