Firm profile

SYNOVUS SECURITIES, INC.

COLUMBUS, GACRD 14023Latest ADV January 28, 2026

Synovus Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, GA. Its latest Form ADV filing, dated January 28, 2026, reports $8.4B in regulatory assets under management, 280 employees, 64 offices, and 12,411 accounts.

Assets Under Management
$8.4B
Employees
280
Offices
64 offices
Total Clients
12,411
Primary office
COLUMBUS, GA
33 WEST 14TH STREET, 3RD FLOOR, COLUMBUS, GA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOWilliam Thomas Brooks
CFOJenna Kelley Eleam

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 80.8% of total clients.
Top client categories% of clientsClients
1
Individuals
80.8%
10,026
2
HNWI
15.6%
1,938
3
Corporations
1.9%
230
4
Pension Plans
1.1%
131
5
Charitable
0.7%
86
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$8.4Bas of January 28, 2026
Discretionary59.1%
$5.0B
59% of total RAUM59.1%
Non-discretionary40.9%
$3.5B
41% of total RAUM40.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$8.4B
Total Accounts12,411
10Y AUM Change+$6.4B (+322.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees280
Clients per Employee44:1
10Y Employee Change+75 (+36.6%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.