CRD: 337747
Cynosure Portfolio Advisors LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2025
- Office Locations
- 5
Office Locations
About Cynosure Portfolio Advisors LLC
Cynosure Portfolio Advisors LLC is a Salt Lake City-based RIA with 5 offices. The firm has been operating for 1 years. Managing $5.8M in total assets under management, with 7 advisory representatives. They custody assets with Broadridge and Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 64 clients, or 9.1 clients per representative. That equates to $90.4K in reported AUM per client.
The profile lists 5 reported office locations and 1 years in operation. The source data was last updated on May 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Cynosure Portfolio Advisors LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Cynosure Portfolio Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD GRANT LEE
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
GARY PETER SICA
MANAGING DIRECTOR
- CRD
- #6296159
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
JASON MORGAN CAIN
Managing Director
- CRD
- #5440350
Emerson Heath Edwards Mr.
Client Associate
- CRD
- #8184588
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,782,490 | $120,469 |
| Non-Discretionary | $0 | -- |
| Total | $5,782,490 | $120,469 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Cynosure Portfolio Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.