# Synergos Advisory

> Synergos Advisory is a state-registered investment advisory firm in Seattle, WA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 21, 2026.

- CRD: 304021
- Filed as: SYNERGOS ADVISORY
- Legal name: Synergos Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: August 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304021
- AdvisorCensus page: https://advisorcensus.com/firm/synergos-advisory-seattle-wa-304021

## Quick answers

**How is Synergos Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Synergos Advisory reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Synergos Advisory located?**
Synergos Advisory's principal office is in Seattle, WA, according to its Form ADV.

**Is Synergos Advisory registered with the SEC or a state?**
Synergos Advisory is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304021.

**How much does Synergos Advisory manage?**
Synergos Advisory reports $3,942,219 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (100% discretionary).

**What types of clients does Synergos Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5); high net worth individuals (5).

**Does Synergos Advisory 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/304021

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,942,219
- Discretionary: $3,942,219
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $350,570 |
| High net worth individuals | 5 | $3,591,649 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Synergos Advisory (CRD 304021): Form ADV filing data as of October 2026.