# Cynosure Portfolio Advisors LLC

> Cynosure Portfolio Advisors LLC is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.

- CRD: 337747
- Filed as: CYNOSURE PORTFOLIO ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337747
- AdvisorCensus page: https://advisorcensus.com/firm/cynosure-portfolio-advisors-llc-salt-lake-city-ut-337747

## Quick answers

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

**How much does Cynosure Portfolio Advisors LLC charge?**
Its Form ADV Part 2A brochure dated May 27, 2026 states: Asset-based fee: 0.3% to 1.5% a year (a range, as the brochure states it); Hourly rate: $400 an hour (Integrated Financial Planning Services and Consolidated Reporting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Cynosure Portfolio Advisors LLC located?**
Cynosure Portfolio Advisors LLC's principal office is in Salt Lake City, UT, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is Cynosure Portfolio Advisors LLC registered with the SEC or a state?**
Cynosure Portfolio Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337747.

**How much does Cynosure Portfolio Advisors LLC manage?**
Cynosure Portfolio Advisors LLC reports $5,782,490 in regulatory assets under management in its Form ADV filing dated May 27, 2026 (100% discretionary).

**What types of clients does Cynosure Portfolio Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48).

**Which custodians does Cynosure Portfolio Advisors LLC use?**
Cynosure Portfolio Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity as a custodian holding 10% or more of its separately managed account assets.

**Does Cynosure Portfolio Advisors 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/337747

**Does Cynosure Portfolio Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 27, 2026 says: "While the Firm generally does not impose an account minimum, it generally focuses its services on retail, non-high net worth individuals."

**What changed in Cynosure Portfolio Advisors LLC's recent Form ADV filings?**
In the June 2026 filing data: Registered or notice-filed in CA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026)

- Asset-based fee: 0.3% to 1.5% a year (a range, as the brochure states it)

> The Advisory Fee for Portfolio Advisory Services generally will vary between 0.30% - 1.5% based on assets under management (AUM).

- Account minimum: None

> While the Firm generally does not impose an account minimum, it generally focuses its services on retail, non-high net worth individuals.

- Hourly rate: $400 an hour (Integrated Financial Planning Services and Consolidated Reporting)

> Integrated Financial Planning Services and Consolidated Reporting may also be offered using a hourly rate with hourly fees generally charged at a rate of up to $400 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity

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: $5,782,490
- Discretionary: $5,782,490
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $5,782,490 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, IL, MA, NJ, NY, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

### Websites listed on Form ADV (Item 1.I)
- [cynosureportfolioadvisors.com](https://cynosureportfolioadvisors.com)

## Changes in the filing (last 12 months)

### June 2026
- Registered or notice-filed in CA.

### April 2026
- Regulatory assets under management went from $0 to $5,782,490.
- Employees performing advisory functions went from 8 to 7.
- Added an office in Hoboken, NJ.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cynosure Portfolio Advisors LLC (CRD 337747): Form ADV filing data as of October 2026.