SourcingSourcing

CYNOSURE PORTFOLIO ADVISORS LLC

C41
CRD 337747·SEC 801-134251·SALT LAKE CITY, UT
AUM
$5.8M
<$25M
Est. Revenue
$58K
@ 1% on AUM
Est. EBITDA
$17K
@ 30% margin
Est. Deal Value
$139K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CYNOSURE PORTFOLIO ADVISORS LLC
CRD
337747
SEC file #
801-134251
EIN
—
DBA names
—

Economics

AUM
$5.8M
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other48

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
8 advisors → 7 advisors▼ -12%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
cynosureportfolioadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CYNOSURE WEALTH ADVISORS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
CYNOSURE WEALTH ADVISORS, LLC
LEE, RICHARD, GRANT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
CYNOSUREPORTFOLIOADVISORS.COM
Rdap Domain Creation Date
2025-06-25T18:22:12Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1795
Soi Zip Pct 200k Plus
0.0545
Soi Zip Returns 200k Plus
340
Soi Zip Total AGI
571,379
Fdic Zip Total Deposits
4,231,980,263,000
Fdic Zip Branch Count
668
Fdic Zip Top Banks
Morgan Stanley Bank, National Association
UBS Bank USA

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab8
Fidelity5
E*trade4
State Street1
Fdic Zip Branches Raw
Key Bank of UtahSalt Lake City, UT
Key Bank of UtahSalt Lake City, UT
Fdic Zip HHI
2735.59
Fdic Zip Top Bank Share Pct
46.26
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-06-25T18:22:12Z
Rdap Domain Last Changed
2025-06-25T18:22:13Z
Rdap Nameservers
Ns73.domaincontrol.comNs74.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI21,145
Returns1,710
Stub 2
AGI62,968
Returns1,720
Stub 3
AGI64,581
Returns1,040
Soi Zip Total Business Income
15,377
Soi Zip Total Cap Gains
110,582
Soi Zip Total Dividends
15,102
Soi Zip Total Returns
6,240
Trust Company Affiliate
Yes

People (10)

10
SICA, GARY, PETER
IAR · Executive Officer · 2.5%
6296159
LEE, RICHARD, GRANT
Executive Officer · 2.5%
7298677
TERAN, EMILY, MARVA
Executive Officer · 2.5%
2907137
WINTER, ELYSE, BRITTNY
Executive Officer · 2.5%
5288772
WILLIAM IRVIN WOODSON
Executive Officer · 2.5%
1529221
JASON MORGAN CAIN
IAR
5440350
JOHN CHARLES GUNNIN
IAR
7613342
Emerson Heath Edwards
IAR
8184588
JARED A SCHUMANN
IAR
5824690
Brendon Makana Kempin
IAR
6999927