# Syntax Research, Inc.

> Syntax Research, Inc. is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 151948
- Filed as: SYNTAX RESEARCH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151948
- AdvisorCensus page: https://advisorcensus.com/firm/syntax-research-inc-boca-raton-fl-151948

## Quick answers

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

**Where is Syntax Research, Inc. located?**
Syntax Research, Inc.'s principal office is in Boca Raton, FL, according to its Form ADV.

**Is Syntax Research, Inc. registered with the SEC or a state?**
Syntax Research, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 151948.

**How much does Syntax Research, Inc. manage?**
Syntax Research, Inc. reports $202,934,734 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Syntax Research, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Syntax Research, Inc.: Regulatory assets under management: $165,570,273 in the October 2021 data and $202,934,734 in the October 2026 data, up 23%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Syntax Research, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (64); high net worth individuals (43); charitable organizations (1).

**Does Syntax Research, Inc. 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/151948

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $202,934,734
- Discretionary: $202,798,258
- Non-discretionary: $136,476

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 64 | $23,573,862 |
| High net worth individuals | 43 | $168,137,482 |
| Charitable organizations | 1 | $11,223,390 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $165,570,273 | 2 | March 31, 2021 |
| October 2022 | $192,438,248 | 2 | March 30, 2022 |
| October 2023 | $156,408,590 | 2 | March 24, 2023 |
| October 2024 | $177,802,626 | 2 | March 20, 2024 |
| October 2025 | $196,609,435 | 2 | February 4, 2025 |
| October 2026 | $202,934,734 | 2 | March 16, 2026 |

Regulatory assets under management: $165,570,273 in the October 2021 data and $202,934,734 in the October 2026 data, up 23%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Syntax Research, Inc. (CRD 151948): Form ADV filing data as of October 2026.