A complete list of active advisors currently associated with Capital Synergy Partners

Warmer can help you find a great advisor at Capital Synergy Partners or one who fits your needs even better.

Capital Synergy Partners serves individual clients, including both non‑high‑net‑worth and high‑net‑worth individuals, providing portfolio management, financial planning and consulting, a third‑party money manager program, and advisor‑managed accounts. The firm also operates as a FINRA‑registered broker‑dealer and as an insurance broker/agent, offering brokerage execution and variable insurance products in addition to its advisory services. The firm generally delivers advice on a predominantly non‑discretionary basis, with advisory representatives recommending allocations and trades that require client approval, while also acting as a solicitor and ongoing monitor for independent third‑party money managers that may be granted discretionary authority. Investment analysis draws on a mix of fundamental, technical/charting and cyclical methods, and implementation can include mutual funds, equities, investment‑grade bonds and limited covered‑option strategies. Distinctive features relative to most multi‑team advisers include the dual RIA and broker‑dealer registration with affiliated insurance activity and disclosed revenue‑sharing arrangements with some third‑party managers, arrangements the firm says are separately coded to manage conflicts. The firm uses a clearing and custody relationship for client accounts, maintains constructive custody only to facilitate fee deductions, and describes layered compliance and quarterly review processes to oversee non‑discretionary advice and broker‑dealer activities.

To learn more about the advisors currently working at Capital Synergy Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.