Updated September 22, 2023
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Capital Synergy Partners

Investment Advisor Firm
Total assets under management$60M
Years in business26+

About Capital Synergy Partners

Capital Synergy Partners (CSP) is a dynamic, full-service broker-dealer and registered investment advisor with a distinct mission. Founded by successful financial advisors and life insurance professionals, CSP thrives on empowering like-minded independent advisors. At the core of CSP's philosophy is the belief that collaboration among already accomplished partners breeds unparalleled success. This commitment to synergy sets CSP apart.

CSP's advisors are visionary entrepreneurs, deeply committed to providing exceptional financial advice tailored to their clients' unique needs. CSP strengthens advisors' autonomy by avoiding product-driven approaches and fostering client-centricity instead. CSP's strategic alliances with CPS Insurance Services and RBC Clearing and Custody broaden the spectrum of offerings, enhancing advisors' capabilities and ensuring comprehensive client service.

With a keen focus on supporting their advisors, Capital Synergy Partners offers practice management training, marketing support, cutting-edge broker desktop technology, and access to a diverse range of mutual funds. Their dedication to trust services, lending, banking, and insurance products underscores their commitment to holistic financial planning.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Independent Financial Advisory
  2. Practice Management Training
  3. Marketing Support
  4. Broker Desktop Technology
  5. Mutual Funds
  6. Fee-Based Platform
  7. Trust Services

More about Capital Synergy Partners

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
14873321

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