Sincerus Advisory is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 9, 2026, reports $222M in regulatory assets under management, 4 employees, 4 offices, and 582 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
113
2
HNWI
26.6%
45
3
Corporations
4.1%
7
4
Charitable
1.8%
3
5
Pension Plans
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of March 9, 2026
Discretionary91.8%
$204M
92% of total RAUM91.8%
Non-discretionary8.2%
$18M
8% of total RAUM8.2%
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.
Total AUM$222M
Total Accounts582
10Y AUM Change+$171M (+334.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee42:1
10Y Employee Change+2 (+100.0%)
* 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.