FORT COLLINS, COCRD 334117Latest ADV February 26, 2026
Synergy Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Collins, CO. Its latest Form ADV filing, dated February 26, 2026, reports $99M in regulatory assets under management, 2 employees, and 213 accounts.
Assets Under Management
$99M
Employees
2
Offices
--
Total Clients
74
Primary office
FORT COLLINS, CO
215 W OAK STREET, SUITE 1100, FORT COLLINS, CO, United States
Top client segmentHNWI represent 54.1% of total clients.
Top client categories% of clientsClients
1
HNWI
54.1%
40
2
Individuals
43.2%
32
3
Government
2.7%
2
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$99Mas of February 26, 2026
Discretionary100.0%
$99M
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$99M
Total Accounts213
10Y AUM Change+$99M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee37:1
10Y Employee Change-2 (-50.0%)
* 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.