Investment adviser · CRD 305961
SYNERGY INVESTMENT MANAGEMENT LLC
Investment adviser filing (IA)
ALTAMONTE SPRINGS, FL, United States · Form ADV filed May 20, 2026
- Regulatory AUM
- $681M Form ADV · Item 5.F
- Client accounts
- 2,500 Accounts, not individual clients
- Employees
- 22 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 784 | $456,846,613 | 67.0% |
| Individuals | 1,685 | $207,123,703 | 30.4% |
| Corporations & businesses | 23 | $16,270,908 | 2.4% |
| Charities | 5 | $684,427 | 0.1% |
| Retirement plans | Fewer than 5 | $526,849 | 0.1% |
Filing source
Form ADV 2104263 · May 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
215 NORTH WESTMONTE DRIVEALTAMONTE SPRINGS, FL, 32714, United States
CRD 305961
Filing source
Form ADV 2104263 · May 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.