Cynosure Portfolio Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cynosure Portfolio Advisors serves individual advisory clients, with a particular focus on retail, non–high-net-worth individuals who are related to or close associates of clients of its affiliate, The Cynosure Group, LLC. The firm provides portfolio advisory on a discretionary basis, integrated financial planning, consolidated reporting, investment consulting (including both Consulting and Consulting Plus mandates), and non‑discretionary mandate evaluations.
The firm constructs customized portfolios using a strategic asset allocation framework and implements exposures through mutual funds, ETFs, separately managed accounts with sub‑advisors, and pooled vehicles, with ongoing monitoring and periodic rebalancing that accounts for tax, liquidity, social concerns, and risk tolerance. For consulting engagements it offers non‑discretionary analysis and, where agreed, arranges implementation and ongoing monitoring, and can facilitate access to private investments, lending, custody, and related services.
Cynosure’s affiliation with The Cynosure Group, LLC gives it access to in‑house capabilities that include a fund‑sponsoring private markets division (Cynosure Partners), an OCIO business (Cynosure Capital Management), hedge fund strategies (Cynosure Strategies and Cynosure Wealth Advisors), and a sports investment joint venture—an atypical breadth of fund‑sponsoring and alternative‑asset activity for a firm of this size. The firm’s deliberate focus on retail/non‑HNW clients and its emphasis on consolidated reporting of liquid and illiquid holdings differentiate its client mix and service scope from many team firms that primarily serve high‑net‑worth households.
Client services
Expertise
Fee options
Flat fees or fixed fees may be charged for Integrated Financial Planning, Consolidated Reporting, Investment Consulting depending on scope agreed with client
0.30% - 1.5% based on assets under management (AUM)
Hourly fees generally charged up to $400 per hour for Integrated Financial Planning Services and Consolidated Reporting
Minimum fee: Minimum annual fee applies for Portfolio Advisory Services (exact amount not specified) Fee-only: Fees for Integrated Financial Planning, Consolidated Reporting, and/or Investment Consulting Services can be hourly (up to $400/hour), fixed fee, fixed annual retainer, or percentage of assets under advisement (up to 1.50% AUA)
Main office
See office111 South Main Street, Suite 2350
Salt Lake City UT 84111
Advisors at this office
2
Offices (5)
Most active in
California · Connecticut · Florida · Illinois · Massachusetts · New Jersey · New York · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
William J
Series 65
Salt Lake City, UT
Cynosure Portfolio Advisors LLC
William Johnson is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and two years of experience. He previously worked at The Cynosure Group and has a background that includes positions at the University of Utah and Northcrest Country Club. Cynosure Portfolio Advisors serves individual advisory clients, focusing mainly on retail, non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, using a strategic asset allocation approach and providing consolidated reporting across liquid and illiquid holdings.
Emerson E
Series 65
Salt Lake City, UT
Cynosure Portfolio Advisors LLC
Emerson Edwards is a financial advisor at Cynosure Portfolio Advisors LLC in Salt Lake City, UT, holding a Series 65 designation. He has been with Cynosure since 2025 and previously attended Brigham Young University. Emerson also served a two-year mission for The Church of Jesus Christ of Latter-Day Saints. Cynosure Portfolio Advisors provides portfolio advisory and financial planning services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm constructs customized portfolios using mutual funds, ETFs, and other vehicles, typically with discretionary management and ongoing monitoring.
William W
Series 63, Series 65, Series 66
Wellington, FL
Cynosure Portfolio Advisors LLC
William Woodson is a financial advisor at Cynosure Portfolio Advisors LLC with 39 years of industry experience. He holds Series 63, 65, and 66 certifications. His prior firms include The Cynosure Group, LLC, SVB Wealth Advisory Inc., Boston Private Wealth LLC, and CitiGroup Global Markets, Inc. Cynosure Portfolio Advisors serves individual clients, primarily retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers discretionary portfolio advisory, integrated financial planning, and consulting services, constructing customized portfolios through a strategic asset allocation framework and providing consolidated reporting of liquid and illiquid holdings.
Gary S
Series 65
Colts Neck, NJ
Cynosure Portfolio Advisors LLC
Gary Sica is a financial advisor at Cynosure Portfolio Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Boston Private Wealth LLC and KLS Professional Advisors Group, LLC. In addition to his advisory role, he serves as general counsel for Ocean Avenue Management LLC, a family office. Cynosure Portfolio Advisors LLC provides portfolio advisory, integrated financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm builds customized portfolios through asset allocation among various investment vehicles and offers both discretionary and non-discretionary services.
Brendon K
Series 66
Sunnyvale, CA
Cynosure Portfolio Advisors LLC
Brendon Kempin is a financial advisor at Cynosure Portfolio Advisors LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at IEQ Capital, LLC and First Republic Securities Company, LLC. Cynosure Portfolio Advisors serves individual advisory clients, focusing on retail and non–high-net-worth individuals connected to clients of its affiliate, The Cynosure Group, LLC. The firm offers customized portfolio advisory and integrated financial planning, using a strategic asset allocation framework and a range of investment vehicles, with ongoing monitoring and periodic rebalancing.
Jason C
Series 65
Jupiter, FL
Cynosure Portfolio Advisors LLC
Jason Cain is a financial advisor at Cynosure Portfolio Advisors LLC with a Series 65 credential and three years of industry experience. His prior roles include positions at SVB Wealth LLC, The Cynosure Group, and BDO USA, LLP. Outside of his advisory work, he serves as a lecturer at Columbia University School of Professional Studies. Cynosure Portfolio Advisors LLC provides portfolio advisory, financial planning, consolidated reporting, and investment consulting services primarily to individual clients connected to its affiliate, The Cynosure Group, LLC. The firm focuses on retail, non-high-net-worth individuals and builds customized portfolios using mutual funds, ETFs, separately managed accounts, and pooled vehicles.
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