SALT LAKE CITY, UTCRD 337747Latest ADV March 31, 2026
Cynosure Portfolio Advisors 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 $6M in regulatory assets under management, 7 employees, 7 offices, and 48 accounts.
Assets Under Management
$6M
Employees
7
Offices
7 offices
Total Clients
48
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
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6Mas of March 31, 2026
Discretionary100.0%
$6M
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$6M
Total Accounts48
10Y AUM Change+$6M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee7:1
10Y Employee Change-1 (-12.5%)
* 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.