AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Arizona / Phoenix / Synchravest LLC

Synchravest LLC

Scottsdale, AZState-registered investment adviserCRD 343653

Filed as SYNCHRAVEST LLC

Synchravest LLC is a state-registered investment advisory firm in Scottsdale, AZ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

0 years
registered since 2026
$0
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Synchravest LLC compensated?

On its Form ADV (Item 5.E, October 2026), Synchravest LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Synchravest LLC located?

Synchravest LLC's principal office is in Scottsdale, AZ, according to its Form ADV.

Is Synchravest LLC registered with the SEC or a state?

Synchravest LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343653.

How much does Synchravest LLC manage?

Synchravest LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 8, 2026.

Does Synchravest LLC 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/343653

What changed in Synchravest LLC's recent Form ADV filings?

In the October 2026 filing data: Newly registered with a state securities regulator.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$0

$0 as of October 2026, filing dated September 8, 2026.

Discretionary: $0.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D

Not reported.

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2026 (0 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
AZ

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • Newly registered with a state securities regulator.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Synchravest LLC (CRD 343653): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/synchravest-llc-scottsdale-az-343653