The Cynosure Group
- Regulatory AUM
- $9.8B
- Discretionary
- $9.8B
- Clients
- 148
- Avg AUM / client
- $66.5M
- Accounts
- 726
- Employees
- 71
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Investments (13F portfolio — 198 positions, $800,290,044)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 0-3 MNTH TREASRY | $114,466,618 | 1,136,308 | 14.3% | 1.16% |
| 2 | State Str Spdr S&P 500 Etf T | TR UNIT | $68,416,969 | 229,061 | 8.55% | 0.69% |
| 3 | Ishares Tr | TRUST ISHARE 0-1 | $60,319,507 | 546,422 | 7.54% | 0.61% |
| 4 | Ishares Tr | RUS 1000 GRW ETF | $53,210,563 | 124,790 | 6.65% | 0.54% |
| 5 | Vanguard Index Fds | S&P 500 ETF SHS | $42,267,894 | 70,735 | 5.28% | 0.43% |
| 6 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $32,009,651 | 262,913 | 4.0% | 0.33% |
| 7 | Circle Internet Group Inc | COM CL A | $30,460,310 | 319,257 | 3.81% | 0.31% |
| 8 | Ea Series Trust | ALPHA ARCH 1-3 | $25,832,777 | 222,141 | 3.23% | 0.26% |
| 9 | Invesco Qqq Tr | UNIT SER 1 | $24,479,746 | 42,413 | 3.06% | 0.25% |
| 10 | Ishares Tr | CORE S&P500 ETF | $23,245,247 | 35,422 | 2.9% | 0.24% |
| 11 | Ishares Tr | ULTRA SHORT DUR | $20,847,023 | 411,833 | 2.6% | 0.21% |
| 12 | Ge Aerospace | COM NEW | $16,399,541 | 55,489 | 2.05% | 0.17% |
| 13 | Ishares Tr | CORE S&P TTL STK | $16,274,998 | 114,266 | 2.03% | 0.17% |
| 14 | Union Pac Corp | COM | $15,173,865 | 64,021 | 1.9% | 0.15% |
| 15 | Spdr Series Trust | STATE STREET SPD | $13,927,457 | 246,155 | 1.74% | 0.14% |
| 16 | Ishares Tr | CORE US AGGBD ET | $13,763,662 | 138,648 | 1.72% | 0.14% |
| 17 | International Business Machs | COM | $12,117,803 | 49,993 | 1.51% | 0.12% |
| 18 | Vanguard Index Fds | SMALL CP ETF | $11,456,684 | 43,741 | 1.43% | 0.12% |
| 19 | Select Sector Spdr Tr | STATE STREET ENE | $10,729,383 | 175,145 | 1.34% | 0.11% |
| 20 | Janus Detroit Str Tr | HENDRSON AAA CL | $10,630,476 | 211,047 | 1.33% | 0.11% |
| 21 | Spdr Series Trust | STATE STREET SPD | $10,564,141 | 58,099 | 1.32% | 0.11% |
| 22 | Ge Vernova Inc | COM | $9,199,068 | 12,221 | 1.15% | 0.09% |
| 23 | United Sts Oil Fd Lp | UNITS | $8,223,531 | 64,625 | 1.03% | 0.08% |
| 24 | Schwab Strategic Tr | US LRG CAP ETF | $7,292,011 | 282,868 | 0.91% | 0.07% |
| 25 | Ssga Active Etf Tr | STATE STREET BLA | $6,293,333 | 156,785 | 0.79% | 0.06% |
Top 25 of 198 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 76 | $1.6B | 16.7% |
| Pooled investment vehicles (non-investment companies) | 60 | $4.7B | 47.6% |
| Charitable organizations | 11 | $3.4B | 34.9% |
| Other investment advisers | 1 | $82.2M | 0.83% |
Private funds (45)
View all →Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $2.7B combined gross assets
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eccles, Clista, Hope | Member | Jan 2015 (12y) | 75% or more | |
| Eccles, Lisa, Ellen | Member/Owner | Jan 2015 (12y) | 5% – 10% | |
| Spencer Peterson Eccles | Managing Director/Member/Owner | Jan 2015 (12y) | 25% – 50% | |
| Lee, Richard, Grant | Chief Financial Officer | Feb 2020 (7y) | Less than 5% | |
| Teran, Emily, Marva | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% | |
| Quarles, Randal, Keith | Chairman | Jan 2022 (5y) | Less than 5% | |
| Burnett, David | Trustee | Mar 2024 (2y) | GP / trustee / elected manager of Katie Eccles Burnett Gst Trust (indirect) | |
| Andrew Robert Braithwaite | Registered representative | Jan 2023 (4y) | ||
| Christopher Hal Neddo | Registered representative | CFA | Jan 2023 (4y) | |
| Daniel Kenneth Anderson | Registered representative | CFA | Jan 2023 (4y) | |
| David Reed Hunter | Registered representative | Jan 2023 (4y) | ||
| Herbert Eugene Scruggs | Registered representative | Jan 2023 (4y) | ||
| Mark Robert Siddoway | Registered representative | CFA | Jan 2023 (4y) | |
| Richard Keith Taylor | Registered representative | Jan 2023 (4y) | ||
| Zachary David Larkin | Registered representative | Jan 2023 (4y) | ||
| Quintin Shea Mecham | Registered representative | May 2023 (3y) | ||
| Kamala Woolley Asay | Registered representative | Sep 2023 (3y) | ||
| Todd Jeffrey Connolly | Registered representative | Nov 2023 (3y) | ||
| Zachary Tyler Allan | Registered representative | Nov 2025 (1y) | ||
| Holden Richard Iverson | Registered representative | Jan 2026 (1y) | ||
| Abram A Gubler | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Randal Quarles And Hope Eccles Family Trust | Trust/Member/Owner | May 2016 | A | 25% – 50% |
| Katie Eccles Burnett Gst Trust | Member | Mar 2024 | A | 5% – 10% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (45, $2.7B gross assets)
Top 25 of 45 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 12.8 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Northern Trust $2.1B (21% of AUM) Jul 2026
- Fidelity Brokerage Services $1.6B (16% of AUM) Jul 2026
- National Financial Services (Fidelity) $1.4B (21% of AUM) Jan 2026
- Wells Fargo $471M (40% of AUM) Jun 2019
- J.P. Morgan $82.2M (1% of AUM) Jul 2026
- Charles Schwab & Co. $31.8M (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗