Capital Synergy Partners
Capital Synergy Partners is an SEC-registered mass-market adviser with $102.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Capital Synergy Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148733, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $102.3M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Employees
- 46
- Clients
- 331
- CRD
- 148733
- Ownership
- RAPP, WILLIAM GEORGE; HOLDEN, ANDREW ALAN; EIDAROUS, REYHEENA MARIA; ANDREW A. HOLDEN FAMILY TRUST 12/20/2000; RIPIC, STEPHEN ANDREW
How much AUM does Capital Synergy Partners have?
Capital Synergy Partners reported $102.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Capital Synergy Partners?
Disclosed owners and executives of Capital Synergy Partners include RAPP, WILLIAM GEORGE, HOLDEN, ANDREW ALAN, EIDAROUS, REYHEENA MARIA, ANDREW A. HOLDEN FAMILY TRUST 12/20/2000, RIPIC, STEPHEN ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.