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- Custodian
- Betterment · Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-20-2019
- Office Locations
- 2
Office Locations
About Sincerus Advisory
Sincerus Advisory is a fiduciary RIA providing holistic financial planning, ongoing investment management, and coordination to bring a client’s full financial world into one place with easy technology access. The firm focuses on high net worth individuals and goal-based plans built around education and disciplined portfolio strategy, with custody options including Schwab and Betterment.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL THOMAS RYAN
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5476606
- Ownership
- 50% but less than 75%
DAVID FLORES WILSON
Financial Advisor, General Partner, Managing Partner
- CRD
- #4253003
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Valerie Gayle Williams
Investment Advisor
- CRD
- #3130308
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,782,947 | $350,745 |
| Non-Discretionary | $18,185,216 | $18,185,216 |
| Total | $221,968,163 | $381,389 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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