Cynosure Portfolio Advisors LLC: new SEC registration, $6M AUM, Salt Lake City, UT
Cynosure Portfolio Advisors LLC (Salt Lake City, Utah): new SEC registration, $6M AUM, Salt Lake City, UT. Its amount of 6 is below the median of 134 (1st percentile). Dated 405 days ago, it serves as a historical benchmark. Score 30/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 6 · 1th percentile of 1,149 NewRiaPulse records · 0.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 18 related UT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cynosure Portfolio Advisors LLC |
| Legal name | Cynosure Portfolio Advisors LLC |
| CRD | 337747 |
| Status | Approved |
| Registered with the SEC | 2025-09-25 |
| Latest Form ADV filing | 2026-05-27 |
| Location | Salt Lake City, UT, United States |
| Regulatory AUM | $5,782,490 |
| Accounts | 48 |
| Employees | 7 |
| Website | https://cynosureportfolioadvisors.com |
| amount percentile | 1th of 1,149 (median 134, 0.0x median) |
| Peer records CSV (19 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-09-25
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cynosure Portfolio Advisors LLC and 19 Utah peers
- Utah NewRiaPulse records like this one: 19
- Cynosure Portfolio Advisors LLC's amount: 1st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $3,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
30 / 100 Score
- Website on file.
What is the NewRiaPulse record for Cynosure Portfolio Advisors LLC in Salt Lake City, Utah?
Cynosure Portfolio Advisors LLC received SEC registration as an investment adviser (2025-09-25) with $5,782,490 in regulatory assets under management, based in Salt Lake City, UT.
How does Cynosure Portfolio Advisors LLC compare to other Utah NewRiaPulse records?
Its amount of 6 is below the median (1th percentile); smaller records often move faster and face less competition. It is 405 days old; check the official source for later updates before acting. Its Score of 30/100 is modest; treat it as background rather than a priority.
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.