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Capital Synergy Partners

Capital Synergy Partners. CRD 148733

Capital Synergy Partners logo

CRD: 148733

Capital Synergy Partners

Irvine, CA, 92606
9494427413
capitalsynergypartners.com
$102.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
21 Employees
331 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
RBC · Transamerica
Clients
Retail
Platforms
Unison
Established Date
07-22-2010
Office Locations
29

Office Locations

11201 N. Tatum Blvd., Sute 300 Scottsdale AZ
14301 FNB Parkway, Ste. 100 Omaha NE
14850 N. Scottsdale Road Suite 385 Scottsdale AZ

About Capital Synergy Partners

Capital Synergy Partners is a full-service broker-dealer and registered investment advisor built by fiduciary-minded life insurance professionals. It partners with established, independent advisors—often serving business owners and entrepreneurs—providing hands-on support plus integrated technology and management systems to streamline complex wealth strategies. Implementation commonly leans on ETFs and public funds.

Team overview

55 AVG AGE
$4.9M AVG AUM / ADVISOR
$309.2K AVG AUM / CLIENT
10.3 yrs AVG TENURE
21 Employees
21 Advisory Reps
21 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Vital Harbor

Client Personas

Horizon

Custodian

Pioneer bridge Horizon oak

Investment Themes

Vertex Horizon atlas Insight foundation

Investment Vehicles

Insight eagle

Services

Summit prime Crest optima Capital insight Vector Ember capital

Technology

Prime pathway

Owner & Executives

R

REYHEENA MARIA FAXON

Finop, PRINCIPAL

CRD
#4219599
Ownership
Less than 5%
(760) 404-3957
harbor.vector@fusioncapital.com
in linkedin.com/in/timber-catalyst
M

MATTHEW AUSTIN GANDY

PRINCIPAL

CRD
#7007855
Ownership
Less than 5%
(282) 592-2039
north.matrix@crestcapital.com
in linkedin.com/in/horizon-radial
O

Oak matrix

Horizon meridian

CRD
#98856
Ownership
18.0%
(323) 359-4589
quantum.wave@horizoncapital.com
in linkedin.com/in/eagle-legacy

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Contacts

J

JOHN ANGELO BIVENS

Insurance Agent

CRD
#2358108
(475) 643-2199
glacier.capital@bridgecapital.com
in linkedin.com/in/glacier-focus
R

RONALD JAY BLAU

Owner

CRD
#3043949
(527) 814-2413
horizon.foundation@embercapital.com
in linkedin.com/in/focus-vital
R

Radial value

Horizon matrix pioneer

CRD
#84331
(490) 252-4477
glacier.vertex@catalystcapital.com
in linkedin.com/in/frontier-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-11-2019
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $102,342,673 $160,505
Total $102,342,673 $160,505

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Separately Managed Accounts

Total SMA Asset: $102,342,673

$102.3M Total SMA
Equity - Exchange:
37.1%
Public Funds:
62.9%
Asset class Assets Assets %
Equity - Exchange $178,207,185 37.1%
Public Funds $302,135,631 62.9%
Total $480,342,816 100.0%

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