# Cynosure Group, LLC

> Cynosure Group, LLC is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2015, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 281399
- Filed as: CYNOSURE GROUP, LLC
- Legal name: The Cynosure Group
- Also doing business as: CYNOSURE CAPITAL MANAGEMENT, CYNOSURE ELEVATIONS, CYNOSURE PARTNERS, CYNOSURE STRATEGIES, CYNOSURE WEALTH ADVISORS, CYNOSURE | CHECKETTS SPORTS CAPITAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281399
- AdvisorCensus page: https://advisorcensus.com/firm/cynosure-group-llc-salt-lake-city-ut-281399

## Quick answers

**How is Cynosure Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cynosure Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

**Where is Cynosure Group, LLC located?**
Cynosure Group, LLC's principal office is in Salt Lake City, UT, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Cynosure Group, LLC registered with the SEC or a state?**
Cynosure Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 281399.

**How much does Cynosure Group, LLC manage?**
Cynosure Group, LLC reports $9,847,984,409 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**How have Cynosure Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cynosure Group, LLC: Regulatory assets under management: $1,736,060,635 in the October 2021 data and $9,847,984,409 in the October 2026 data, up 467%. Total employees: 17 in October 2021 and 71 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cynosure Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (76); pooled investment vehicles (other than investment companies and business development companies) (60); charitable organizations (11).

**Which custodians does Cynosure Group, LLC use?**
Cynosure Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Cynosure Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281399

**Does Cynosure Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "CCM generally requires a minimum account size of $50 million for new client relationships, although it may waive or reduce that minimum in its discretion."

**What changed in Cynosure Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name Cynosure | Checketts Sports Capital. Added the business name Cynosure Elevations. Regulatory assets under management went from $6,565,356,221 to $9,847,984,409 (+50%). Added an office in Holmdel, NJ. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $50,000,000 (the brochure says it may be waived or negotiated)

> CCM generally requires a minimum account size of $50 million for new client relationships, although it may waive or reduce that minimum in its discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC
- J.P. Morgan Securities LLC
- Northern Trust Securities, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $9,847,984,409
- Discretionary: $9,847,984,409
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 76 | $1,640,389,572 |
| Pooled investment vehicles (other than investment companies and business development companies) | 60 | $4,685,014,865 |
| Charitable organizations | 11 | $3,440,396,713 |
| Other investment advisers | 1 | $82,183,259 |

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

### Firm details
- Registered since: 2015 (10 years)
- Employees: 71 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DE, FL, IL, KS, MA, MD, NJ, NY, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Holmdel, NJ
- New York, NY

### Websites listed on Form ADV (Item 1.I)
- [cynosurecapitalmanagement.com](https://cynosurecapitalmanagement.com)
- [cynosurecheckettssportcapital.com](https://cynosurecheckettssportcapital.com)
- [cynosurecheckettssportscapital.com](https://cynosurecheckettssportscapital.com)
- [cynosureelevations.com](https://cynosureelevations.com)
- [cynosuregroup.com](https://cynosuregroup.com)
- [cynosurepartners.com](https://cynosurepartners.com)
- [cynosurestrategies.co](https://cynosurestrategies.co)
- [cynosurewealthadvisors.com](https://cynosurewealthadvisors.com)
- LinkedIn @the-cynosure-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,736,060,635 | 17 | September 3, 2021 |
| October 2022 | $2,298,054,669 | 27 | March 31, 2022 |
| October 2023 | $2,526,765,312 | 33 | July 6, 2023 |
| October 2024 | $4,862,981,883 | 49 | September 10, 2024 |
| October 2025 | $6,565,356,221 | 43 | March 31, 2025 |
| October 2026 | $9,847,984,409 | 71 | September 24, 2026 |

Regulatory assets under management: $1,736,060,635 in the October 2021 data and $9,847,984,409 in the October 2026 data, up 467%.
Total employees: 17 in October 2021 and 71 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name Cynosure | Checketts Sports Capital.
- Added the business name Cynosure Elevations.
- Regulatory assets under management went from $6,565,356,221 to $9,847,984,409 (+50%).
- Added an office in Holmdel, NJ.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cynosure Group, LLC (CRD 281399): Form ADV filing data as of October 2026.