# Capital Synergy Partners

> 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.

- CRD: 148733
- Filed as: CAPITAL SYNERGY PARTNERS
- Legal name: Capital Synergy Partners, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: June 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148733
- AdvisorCensus page: https://advisorcensus.com/firm/capital-synergy-partners-irvine-ca-148733

## Quick answers

**How is Capital Synergy Partners compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Capital Synergy Partners located?**
Capital Synergy Partners' principal office is in Irvine, CA, according to its Form ADV.

**Is Capital Synergy Partners registered with the SEC or a state?**
Capital Synergy Partners is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 148733.

**How much does Capital Synergy Partners manage?**
Capital Synergy Partners reports $102,342,673 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (0% discretionary).

**What types of clients does Capital Synergy Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (217); high net worth individuals (114).

**Does Capital Synergy Partners report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $102,342,673
- Discretionary: $0
- Non-discretionary: $102,342,673

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 217 | $43,239,606 |
| High net worth individuals | 114 | $59,103,067 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2010 (15 years)
- Employees: 46 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalsynergypartners.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital Synergy Partners (CRD 148733): Form ADV filing data as of October 2026.