Capital Synergy Partners

Public-record details

Address

2860 Michelle Drive, Suite 150, Irvine, CA 92606

Phone

(949) 442-7413

Listed under

Financial planning, Hourly fees, Flat / fixed fees, % of assets managed

Legal name

Capital Synergy Partners, INC.

CRD number

148733

Registration

State registered: AR, AZ, CA, CT, DC, FL, GA, IA, ID, IN, LA, MA, MI, MN, MO, MT, NC, NE, NJ, NV, OH, OK, OR, PA, SC, TX, WI

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges; Fixed fees; Other (Csp Receives Third Party Referral, Selection & Monitoring Fees)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$102.3 million

Accounts managed

331

Clients reported (Form ADV 5.D)

331

Individual / high-net-worth clients

217 / 114

Employees

46

Other business activities (Form ADV 6.A)

Also active as: broker-dealer, insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-06-26

State registered (AR, AZ, CA…) investment adviser, CRD 148733, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 148733 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.