Sincerus Advisory, LLC
● SEC registered since 2020CRD 300559SEC# 801-119083
Reg. AUM
$222M
Employees
4
Accounts
582
Location
—
Sincerus Advisory, LLC assets under management
Sincerus Advisory, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2020. It reports $222 million in regulatory assets under management and employs 4 people.
Sincerus Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Thomas Ryan Control | Managing Partner, Cco | 50-75% | 2019 |
| David Flores Wilson Control | Managing Partner | 50-75% | 2020 |
Frequently asked questions
How much does Sincerus Advisory, LLC manage?
Sincerus Advisory, LLC reports $222 million in regulatory assets under management on its Form ADV.
How many employees does Sincerus Advisory, LLC have?
Sincerus Advisory, LLC reports 4 employees.
Does Sincerus Advisory, LLC disclose fund performance?
Sincerus Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (212) 203-7376 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$222Mregulatory AUM
Discretionary $203.8MNon-discretionary $18.2M