SYNOVUS SECURITIES, INC.

CRD

14023

SEC file #

801-19690

EIN

—

DBA names

—

Economics

AUM

$8.45B

AUM band

$1B+

AUM trajectory

'20 · $2.73B

'21 · $3.76B

'22 · $4.75B

'23 · $6.29B

'25 · $7.09B

'26 · $8.45B

'20'26

$2.73B → $8.45B▲ +210%

sec adv history

Client mix

Individuals Other	10,026
Individuals High Net Worth	1,938
Corporations	230
Pension Profit Sharing Plans	131
Charitable Organizations	86

Operations

Employees (total)

280

Advisory staff (per ADV)

184

Advisory staff (5-yr trend)

'20 · 182 advisors

'21 · 225 advisors

'22 · 212 advisors

'23 · 211 advisors

'25 · 183 advisors

'26 · 184 advisors

'20'26

182 advisors → 184 advisors▲ +1%

sec adv history

Primary office

COLUMBUS GA

Branches

—

Custodian & Brokerage

Primary custodian

Fidelitymedium confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing

01/28/2026

ADV-W filed at

—

Website

cfgltd.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

PINNACLE FINANCIAL PARTNERS INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

PINNACLE FINANCIAL PARTNERS INC.

BROOKS, WILLIAM THOMAS

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

CFGLTD.COM

Rdap Domain Creation Date

1998-04-20T04:00:00Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

007Names, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

344,905

Form 5500 Compensation Trajectory 3y

2025	295,342
2026	49,563

Form 5500 Plan Count Trajectory 3y

2025	8
2026	1

Schedule C Total Compensation

344,905

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0000018349

Edgar Registered

Yes

Edgar Filing Count

1,000

Edgar First Filing Date

2018-10-25

Edgar Last Filing Date

2026-01-12

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2025-11-07

Accession0001172661-25-004639

Edgar Xbrl Assets Latest

Value Usd60,233,644,000

Fiscal Year End2024-12-31

Edgar Xbrl Revenue Latest

Value Usd885,241,000

Fiscal Year End2023-12-31

ConceptRevenues

Edgar Sic Description

National Commercial Banks

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.1286

Soi Zip Pct 200k Plus

0.0373

Soi Zip Returns 200k Plus

Soi Zip Total AGI

153,426

Fdic Zip Total Deposits

80,758,047,000

Fdic Zip Branch Count

308

Fdic Zip Top Banks

Synovus Bank

SunTrust Bank

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Window

Fidelity

Full

E*trade	4
Fidelity	3

adv brochure

Edgar Addresses

Mailing

33 W 14TH STREETCOLUMBUS, GA 31901

Business

33 W 14TH STREETCOLUMBUS, GA 31901

Edgar EIN

581134883

Edgar Recent Filings

15-15D2026-01-12 · 0001140361-26-000922

15-15D2026-01-12 · 0001140361-26-000921

Edgar Sic

6021

Fdic Zip Branches Raw

SouthTrust Bank of Columbus, National AssociationColumbus, GA

First Union National Bank of GeorgiaColumbus, GA

Fdic Zip HHI

6478.14

Fdic Zip Top Bank Share Pct

80.11

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2027-04-19T04:00:00Z

Rdap Domain Last Changed

2026-05-11T13:22:31Z

Rdap Nameservers

A1-104.akam.netA14-67.akam.netA2-64.akam.netA28-65.akam.net

Rdap Secure Dns Enabled

Yes

Rdap Status

Client Delete ProhibitedClient Transfer Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	13,768
Returns	1,010

Stub 2

AGI	22,228
Returns	620

Stub 3

AGI	18,162
Returns	290

Soi Zip Total Business Income

5,881

Soi Zip Total Cap Gains

5,884

Soi Zip Total Dividends

4,496

Soi Zip Total Returns

2,410

Trust Company Affiliate

MCKENZIE, MICHELLE JESSUP

People (53)

2475731

KIRK, LEAH JEANETTE

2217286

ELEAM, JENNA KELLEY

GUNDERSON, GENE FREDERICK

7801582

2914172

BROOKS, WILLIAM THOMAS