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, offering financial planning, portfolio management, and consulting through advisor‑managed accounts, a third‑party money manager program, and insurance and variable product offerings. The firm is registered with the SEC as an investment adviser and also operates as a FINRA‑registered broker‑dealer, maintaining separate fee‑based and commission‑based business lines. Clients select from multiple advisory programs and CSP advisory representatives assist with asset allocation and ongoing monitoring; advisor‑managed accounts are generally handled on a non‑discretionary basis while third‑party managers recommended by the firm commonly receive discretionary authority. The firm applies a mix of fundamental, technical, charting and cyclical analysis, and custodial platforms identified in the brochure include RBC Correspondent Services and Charles Schwab, the latter recently added as an additional qualified custodian. Distinctive features include its dual role as an affiliated broker‑dealer and as an insurance broker/agent, the firm’s use of solicitor/referral arrangements and revenue‑sharing with certain third‑party managers, and its maintenance of multiple offices—an arrangement that is less common among similar team firms. CSP also emphasizes a primarily non‑discretionary advisory model and discloses conflicts of interest and procedures to offset commissions in fee‑based accounts, allowing clients to choose whether to implement recommendations through the firm.

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.

You can also browse Capital Synergy Partners's office locations.