SALT LAKE CITY, UTCRD 281399Latest ADV March 31, 2026
Cynosure Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 31, 2026, reports $9.8B in regulatory assets under management, 71 employees, 10 offices, and 726 accounts.
Assets Under Management
$9.8B
Employees
71
Offices
10 offices
Total Clients
148
Primary office
SALT LAKE CITY, UT
111 SOUTH MAIN STREET, SUITE 2350, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.4% of total clients.
Top client categories% of clientsClients
1
HNWI
51.4%
76
2
Pooled Investment Vehicles
40.5%
60
3
Charitable
7.4%
11
4
Other Advisers
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$9.8Bas of March 31, 2026
Discretionary100.0%
$9.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$9.8B
Total Accounts726
10Y AUM Change+$9.5B (+2978.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees71
Clients per Employee2:1
10Y Employee Change+59 (+491.7%)
* 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.