Synergy Capital
SEC RegisteredOf Colorado. For Colorado.
About the firm
Synergy Capital is an independent, SEC-Registered Investment Adviser purpose-built for Colorado towns and special districts, managing reserve assets under board-delegated authority. The firm also serves business owners and families through a separate private-client practice focused on wealth management, retirement planning, and capital transition.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Reserve asset management for public entities under board-delegated authority with semiannual board reporting; investment policy review aligned to Colorado statutes and GFOA best practices; governance framework development. For private clients: wealth management, retirement planning, and capital transition.
Who they serve
Colorado towns and special districts (including municipalities, fire districts, and other public entities), as well as business owners and families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 32 | $11M |
| High Net Worth Individuals | 40 | $65M |
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Synergy Capital has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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