Data / Investment advisers / Colorado / Synergy Capital
Synergy Capital, Fort Collins, CO: $98.8 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Synergy Capital is an SEC registered investment adviser with its main office in Fort Collins, Colorado and reports $98.8 million in regulatory assets under management in its Form ADV filed February 26, 2026. Its clients include high net worth individuals, state and municipal governments and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 334117
- SEC file number
- 801-132021
- SEC status
- Approved, effective February 24, 2025
- Legal name
- Synergy Capital of Colorado LLC
- Main office
- 215 W Oak Street Suite 1100, Fort Collins, CO 80521
- Phone
- (970) 837-3088
- Website
- synergy-colorado.com
- Regulatory AUM
- $98,808,607 in the Form ADV filed February 26, 2026
- Discretionary AUM
- $98,808,607
- Accounts
- 213
- Employees
- 2, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 40 | $64.7 million |
| State or municipal government entities | 2 | $22.8 million |
| Individuals (other than high net worth individuals) | 32 | $11.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $98.8 million | February 26, 2026 |
| December 1, 2025 | $102.2 million | November 10, 2025 |
Other advisers in Fort Collins
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Jim Saulnier & Associates, LLC | Fort Collins | $286.4 million | Not listed | adviserinfo.sec.gov |
| The William Allan Corporation | Fort Collins | $204.4 million | Not listed | adviserinfo.sec.gov |
| Fpfoco | Fort Collins | $151.7 million | Not listed | adviserinfo.sec.gov |
| Growstrong Wealth Strategies | Fort Collins | $127 million | Not listed | adviserinfo.sec.gov |
| Navigation Wealth Management | Fort Collins | $103.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Collins, CO
- Investment advisers in Colorado
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving state and municipal governments
- Synergy Capital on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.