Firm profile

SYNERGY INVESTMENT MANAGEMENT LLC

ALTAMONTE SPRINGS, FLCRD 305961Latest ADV March 24, 2026

Synergy Investment Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Altamonte Springs, FL. Its latest Form ADV filing, dated March 24, 2026, reports $681M in regulatory assets under management, 22 employees, 4 offices, and 2,500 accounts.

Assets Under Management
$681M
Employees
22
Offices
4 offices
Total Clients
2,500
Primary office
ALTAMONTE SPRINGS, FL
215 NORTH WESTMONTE DRIVE, ALTAMONTE SPRINGS, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOChristopher W. Bordner
CCOChristopher W. Bordner

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
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 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
1,685
2
HNWI
31.4%
784
3
Corporations
0.9%
23
4
Charitable
0.2%
5
5
Pension Plans
0.1%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$681Mas of March 24, 2026
Discretionary98.7%
$673M
99% of total RAUM98.7%
Non-discretionary1.3%
$9M
1% of total RAUM1.3%
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$681M
Total Accounts2,500
10Y AUM Change+$681M

Employee Growth by Quarter

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

Total Employees22
Clients per Employee114:1
10Y Employee Change+21 (+2100.0%)

* 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.