CRD: 145990
Synergy Capital Management, LLC
$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2008
- Office Locations
- 1
Office Locations
-- Atlanta GA
About Synergy Capital Management, LLC
Synergy Capital Management is an Atlanta-based, fee-only independent RIA and fiduciary providing personalized wealth management and financial planning for individuals. The firm builds portfolios with a strong ETF emphasis (custodied at Schwab) and publishes regular market commentary on topics like bond volatility and emerging markets—useful insight into their risk-aware approach.
Team overview
49 AVG AGE
$1.0M AVG AUM / ADVISOR
$83.3K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
C
CARL JOSEPH MACKO MR.
Chief Compliance Officer
- CRD
- #5473608
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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