Capital Synergy Partners, Inc.
- Regulatory AUM
- $102M
- Discretionary
- $0
- Clients
- 331
- Avg AUM / client
- $309K
- Accounts
- 331
- Employees
- 46
AUM over time
Annual snapshots from Form ADV filings · as of Jun 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 217 | $43.2M | 42.2% |
| High net worth individuals | 114 | $59.1M | 57.8% |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew Alan Holden | Trustee & Principal | Dec 2000 (26y) | 75% or more of Andrew A. Holden Family Trust 12/2000 (indirect) | |
| William George Rapp | President, Cco & Amlcp | Sep 2008 (18y) | 5% – 10% | |
| Stephen Andrew Ripic | Principal | Jul 2009 (17y) | Less than 5% | |
| Ronald Edward Snider | Prinicpal | Oct 2010 (16y) | Less than 5% | |
| Eidarous, Reyheena Maria | Finop | Sep 2015 (11y) | Less than 5% | |
| Mark Stevan Guillod | Registered representative | Feb 2012 (14y) | ||
| Ronald Jay Blau | Registered representative | Jun 2012 (14y) | ||
| Stephen Christopher Clifford | Registered representative | Jun 2012 (14y) | ||
| Cory James Christiansen | Registered representative | Jul 2014 (12y) | ||
| Manfred Dieter Wunderlich | Registered representative | Sep 2014 (12y) | ||
| Charles Michael Taylor | Registered representative | Jan 2017 (10y) | ||
| Gilbert Lance Talbert | Registered representative | Nov 2018 (8y) | ||
| Richard William Greene | Registered representative | Chartered Financial Consultant | Feb 2019 (7y) | |
| Matthew Austin Gandy | Registered representative | Jun 2019 (7y) | ||
| Matthew Michael Melendez | Registered representative | CFP | Aug 2019 (7y) | |
| John Eric Seel | Registered representative | CFP | Jun 2020 (6y) | |
| Walter Samuel Lapovich | Registered representative | CFP | Aug 2024 (2y) | |
| Ralph James Romano | Registered representative | Jan 2025 (2y) | ||
| Robert John Reedy | Registered representative | Chartered Financial Consultant | Feb 2025 (1y) | |
| Lorraine A Dimartino | Registered representative | Jan 2026 (1y) | ||
| John Angelo Bivens | Registered representative | Jan 2026 (1y) | ||
| James Al Moore | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Andrew A. Holden Family Trust 12/20/2000 | Owner | Dec 2000 | A | 75% or more |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
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) | 06/26/2026 | 1.06 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
- • Other fees
- • CSP RECEIVES THIRD PARTY REFERRAL, SELECTION & MONITORING FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 26, 2026.
View current Form ADV (SEC/IAPD) ↗