Synergy Capital of Colorado LLC
● SEC registered since 2025CRD 334117SEC# 801-132021Fort Collins, CO
Reg. AUM
$98.8M
Employees
2
Accounts
213
Location
Fort Collins, CO
Synergy Capital of Colorado LLC assets under management
Synergy Capital of Colorado LLC is an investment advisory firm registered with the SEC based in Fort Collins, CO. The firm has been registered since 2025. It reports $98.8 million in regulatory assets under management and employs 2 people.
Synergy Capital of Colorado LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael K Warne Control | Managing Member | Over 75% | 2023 |
| Tracy Powell-Warne Control | Managing Member/ Cco | 5-10% | 2023 |
Frequently asked questions
How much does Synergy Capital of Colorado LLC manage?
Synergy Capital of Colorado LLC reports $98.8 million in regulatory assets under management on its Form ADV.
How many employees does Synergy Capital of Colorado LLC have?
Synergy Capital of Colorado LLC reports 2 employees.
Where is Synergy Capital of Colorado LLC located?
Synergy Capital of Colorado LLC is based in Fort Collins, CO and has been SEC-registered since 2025.
Does Synergy Capital of Colorado LLC disclose fund performance?
Synergy Capital of Colorado LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 215 W Oak Street, Suite 1100, Fort Collins, CO 80521 |
| Phone | 970-837-3088 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$98.8M▼ 3%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$98.8Mregulatory AUM
Discretionary $98.8M