Advisor at Synergos Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Synergos Capital Management
Location
Dripping Springs, TX
Credentials
Series 65
Industry experience
4 years
Michel Klus is a financial advisor at Synergos Capital Management with four years of industry experience. He holds a Series 65 credential and has worked at Cambridge Investment Research Advisors, Inc. since 2024. His prior roles include positions at the Texas Permanent School Fund and entrepreneurial ventures such as Transcendent Roofing and Rated To Roll. Synergos Capital Management provides discretionary portfolio management services to individual and high-net-worth clients, managing a diverse range of securities including equities, fixed income, ETFs, real estate funds, commodities, private placements, and venture capital. The firm employs a combination of charting, cyclical, fundamental, quantitative, and technical analyses, using both long-term trading and options strategies under written investment policies.
Based on Synergos Capital Management
Up to 2.00% annually
Account minimum: $15,000
Dripping Springs, TX
Texas
Cambridge Investment Research Advisors
2024 - Present (2 years)
Michel Jaroslav Klus
2021 - Present (5 years)
Synergos Capital Management
2021 - Present (5 years)
Transcendent Roofing
2020 - 2020 (1 year)
Rated To Roll
2017 - 2019 (2 years)
Texas Permanent School Fund
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Austin, TX
Blue Tower Asset Management, LLC
CFP®
Lakeway, TX
DESMO Wealth Advisors, LLC
"At DESMO, we are passionate about building the foundation of your life pursuits through financial planning and coaching." Massi is a Ph.D. economist and a CFP® professional specializing in financial planning and behavioral economics. Massi has over 18 years of experience in solving complex financial problems for individuals, financial advisors, and endowments and foundations. Before founding DESMO Wealth, Massi held senior investment strategy positions at Dimensional Fund Advisors in Austin and Stone Ridge Asset Management in New York. Prior to moving to the financial services industry, Massi was an assistant professor at Dartmouth College, where he taught finance and macroeconomics. Massi’s accomplishments include the development of award-winning strategies at Dimensional Fund Advisors and, with S&P Dow Jones, the development of the first set of indices that track retirement readiness (the S&P STRIDE indices). Massi has written numerous papers on financial planning, retirement, risk management, and portfolio selection, and has been featured in Barron's, MarketWatch, S&P Dow Jones, USA Today, and many others. Schedule a call here: https://desmowealth.com/contact/
Series 65
Bee Cave, TX
Quillpen Advisors, LLC
ChFC®, Series 66
Austin, TX
Compendium Wealth Advisors, LLC
CFP®, Series 63, Series 65
Dripping Springs, TX
Financial Strategies, Inc
CFA®
Austin, TX
Finch Capital Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")