S
Synergos Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,583,355
Total clients
2
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
2
Average account size
$2,291,678
About
Synergos Capital Management provides discretionary portfolio management primarily to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each client that documents goals, time horizon, and risk tolerance. The firm implements and monitors portfolios on an ongoing basis and requires written authority to execute transactions in line with each client’s IPS.
The firm combines charting, cyclical, fundamental, quantitative and technical analysis and pursues long‑term trading alongside options strategies (including covered, uncovered and spreading strategies) as part of its investment approach. Its brochure discusses the material risks of options and derivatives and describes procedures for fair allocation of investment opportunities among client accounts.
What is noteworthy about Synergos is that it discloses and advertises performance results while also reiterating the standard caution that past performance is not indicative of future results, and it documents the greater loss potential from leveraged or derivatives‑based strategies. The brochure names Schwab Institutional and Interactive Brokers as custodians and highlights the firm’s use of options and the leveraged nature of such trades, which — together with a reported $4,583,355 in assets under management and a small client roster — suggests a practice that can employ concentrated, derivative‑focused tactics supported by custodial platforms that enable margin and derivative execution.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Active portfolio management
Fee options
Up to 2.00% annually
Account minimum: $15,000
Main office location
Synergos Capital Management
Dripping Springs TX, United States
Number of offices
1
Most active in
Synergos Capital Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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