Asset manager · Salt Lake City, UT
Cynosure Group, LLC
The Cynosure Group · SEC-registered investment adviser · CRD 281399 · SEC 801-107042
At a glance
Cynosure Group, LLC is an SEC-registered investment adviser based in Salt Lake City, Utah, with $9.8 billion in regulatory assets under management as of its Form ADV filed September 24, 2026. Its largest client group by assets is pooled investment vehicles, and it reports 76 individual clients. By Form ADV it is a asset manager, ranked 526th of 3,218 asset managers and 1,384th of 17,210 SEC-registered advisers by assets.
Main office 801-521-3100cynosuregroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $9.8B
- Rank among asset managers
- #526 of 3,218
- Rank among all SEC RIAs
- #1,384 of 17,210
- Rank in Utah
- #5 of 151
- Individual clients
- 76
- High-net-worth clients
- 76
- Accounts
- 726
- Discretionary
- 100% of AUM
- Employees
- 71
- Advisory staff
- 30
- Offices
- 11
Owners and executives on its Form ADV
- Spencer P. EcclesManaging Director
- Clista H. EcclesTrustee
- Lisa E. EcclesMember
- Richard G. LeeChief Financial Officer
- Emily M. TeranChief Compliance Officer
- Randal K. QuarlesChairman/trustee
- Alyson N. PaxmanChief Administrative Officer/director of Client Experience
- Katherine A. EcclesTrustee
- Kristine L. EcclesTrustee
- Spencer F. EcclesMember
- Elyse B. WinterChief People Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 60 | $4.7B | 48% |
| Charitable organizations | 11 | $3.4B | 35% |
| High-net-worth individuals | 76 | $1.6B | 17% |
| Other investment advisers | 1 | $82M | <1% |
Private funds
Cynosure Group, LLC reports 60 private funds with $3.5B in gross assets: hedge funds, private equity funds, venture capital funds, real estate funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Cynosure Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗cynosuregroup.com ↗
AtlasMembers
The full record on Cynosure Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 545 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 4Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Cynosure Group, LLC manage?
Cynosure Group, LLC reports $9.8 billion in regulatory assets under management across 726 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 24, 2026.
What kind of firm is Cynosure Group, LLC?
Cynosure Group, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Cynosure Group, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($4.7 billion, 60 clients); charitable organizations ($3.4 billion, 11 clients); high-net-worth individuals ($1.6 billion, 76 clients).
Does Cynosure Group, LLC manage private funds?
Yes. It reports 60 private funds with $3.5 billion in gross assets, including hedge funds, private equity funds, venture capital funds, real estate funds, other private funds.
Does Cynosure Group, LLC have any disciplinary history?
Cynosure Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Cynosure Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-24), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →