SYNOVUS SECURITIES, INC.
SEC RegisteredFinancial success takes more than wishful thinking
About the firm
CFG Ltd. serves individual and corporate clients across the nation since 1988. Their approach goes beyond traditional quantitative analysis, seeking to add value to each client relationship by making it personal, collaborative, and flexible.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Complete services including cash management, asset management, income tax planning, estate planning, insurance assessment, education funding, and retirement income planning.
Who they serve
Individual and corporate clients across the nation
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10,026 | $2.7B |
| High Net Worth Individuals | 1,938 | $5.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 131 | $99M |
| State/Municipal Entities | 86 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
100 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
Showing 100 of 174
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $250,000 | 1.50% |
| Next $250,000 | 1.25% |
| Next $500,000 | 1.00% |
| Over $1,000,000 | 0.75% |
Data as of January 28, 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. SYNOVUS SECURITIES, INC. 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.
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