{
  "crd_number": 148733,
  "slug": "capital-synergy-partners-irvine-ca-148733",
  "primary_business_name": "CAPITAL SYNERGY PARTNERS",
  "legal_name": "CAPITAL SYNERGY PARTNERS, INC.",
  "dbas": [],
  "city": "Irvine",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2010-12-22",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 102342673.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 102342673.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 46,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 43239606.0,
      "count": 217
    },
    "high_net_worth_individuals": {
      "raum": 59103067.0,
      "count": 114
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CT",
    "DC",
    "FL",
    "GA",
    "IA",
    "ID",
    "IN",
    "LA",
    "MA",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NJ",
    "NV",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TX",
    "WI"
  ],
  "websites": [
    "https://capitalsynergypartners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148733",
  "city_as_filed": "IRVINE",
  "url": "https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733",
  "display_name": "Capital Synergy Partners",
  "summary": "Capital Synergy Partners is a state-registered investment advisory firm in Irvine, CA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. Capital Synergy Partners (CRD 148733): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Capital Synergy Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capital Synergy Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Capital Synergy Partners located?",
      "a": "Capital Synergy Partners' principal office is in Irvine, CA, according to its Form ADV."
    },
    {
      "q": "Is Capital Synergy Partners registered with the SEC or a state?",
      "a": "Capital Synergy Partners is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 148733."
    },
    {
      "q": "How much does Capital Synergy Partners manage?",
      "a": "Capital Synergy Partners reports $102,342,673 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does Capital Synergy Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (217); high net worth individuals (114)."
    },
    {
      "q": "Does Capital Synergy Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148733"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 217,
      "fewer_than_5": false,
      "raum": 43239606.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 114,
      "fewer_than_5": false,
      "raum": 59103067.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148733",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}