# Synergy FG

> Synergy FG is an SEC-registered investment advisory firm in San Ramon, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 309961
- Filed as: SYNERGY FG
- Legal name: Synergy Financial Group, Ltd
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Ramon, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309961
- AdvisorCensus page: https://advisorcensus.com/firm/synergy-fg-san-ramon-ca-309961

## Quick answers

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

**Where is Synergy FG located?**
Synergy FG's principal office is in San Ramon, CA, according to its Form ADV.

**Is Synergy FG registered with the SEC or a state?**
Synergy FG is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309961.

**How much does Synergy FG manage?**
Synergy FG reports $364,214,340 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Synergy FG's assets and staff changed since 2021?**
In the Form ADV data for Synergy FG: Regulatory assets under management: $165,492,213 in the October 2021 data and $364,214,340 in the October 2026 data, up 120%. Total employees: 3 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Synergy FG serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (83); individuals (other than high net worth individuals) (43).

**Which custodians does Synergy FG use?**
Synergy FG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Synergy FG 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/309961

**What changed in Synergy FG's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $274,294,015 to $364,214,340 (+33%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $364,214,340
- Discretionary: $364,214,340
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $16,387,890 |
| High net worth individuals | 83 | $347,515,773 |
| Corporations or other businesses not listed above | Fewer than 5 | $310,677 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NC, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- synergyfg.com
- LinkedIn @palashislam
- LinkedIn @synergyfg
- X @synergyfg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $165,492,213 | 3 | February 3, 2021 |
| October 2022 | $181,157,511 | 4 | March 9, 2022 |
| October 2023 | $157,114,647 | 4 | September 7, 2023 |
| October 2024 | $220,078,970 | 5 | February 23, 2024 |
| October 2025 | $274,294,015 | 5 | July 28, 2025 |
| October 2026 | $364,214,340 | 7 | March 31, 2026 |

Regulatory assets under management: $165,492,213 in the October 2021 data and $364,214,340 in the October 2026 data, up 120%.
Total employees: 3 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $274,294,015 to $364,214,340 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Synergy FG (CRD 309961): Form ADV filing data as of October 2026.