Synergy Capital Management, LLC

Overview

Synergy Capital Management, LLC is an independent registered investment adviser organized as an LLC and owned by a domestic individual/entity. The firm focuses on serving individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its fee arrangements are flexible and include a percentage-of-assets model as well as hourly and fixed fees. Synergy is not positioned as a capital allocator or pension consultant, does not report being an active ESG investor, and is not identified as a multi-state adviser in the provided data. The firm’s activities emphasize direct client advice and discretionary portfolio management rather than institutional or large-scale intermediary services.

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Public Holdings

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Location & Offices