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SYNTHESIS ADVISORS, INC.
CRD 109025 · SEC 801-55276
3801 BEDFORD AVENUE, SUITE 100, NASHVILLE, TN, 37215-2561, United States
Phone
615-256-2556
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.3M
Discretionary AUM
$68.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $82.2M |
| Charitable organizations | 3 | $75K |
Official SEC filing: View on IAPD