Cynosure Portfolio Advisors Llc
- Regulatory AUM
- $5.8M
- Discretionary
- $5.8M
- Clients
- 48
- Avg AUM / client
- $120K
- Accounts
- 48
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 48 | $5.8M | 100.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Morgan Cain | Registered representative | Oct 2025 (1y) | ||
| Gary Peter Sica | Registered representative | Oct 2025 (1y) | ||
| Emerson Heath Edwards | Registered representative | Jan 2026 (1y) | ||
| Brendon Makana Kempin | Registered representative | May 2026 (0y) | ||
| William Christopher Johnson | Registered representative | Jun 2026 (0y) | ||
| William Irvin Woodson | Registered representative | Jul 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 1.07 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity $5.2M (89% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗