Cynosure Group, LLC

Registered investment advisor · Salt Lake City, Utah · CRD #281399

Assets Under Management

$9.8B

Client Accounts

726

Employees

CRD Number

281399

Registration

SEC Registered

Custodian

National Financial Services Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Cynosure Group, LLC

The Cynosure Group, LLC is a diversified investment firm based in Salt Lake City, Utah, founded in 2015. The firm specializes in alternative assets, long-term investments, and advisory services for families, foundations, endowments, and family offices. It operates its principal office in Salt Lake City and has additional locations in several states, including California and New York. The firm is primarily owned by The Randal Quarles and Hope Eccles Legacy Trust and Spencer P. Eccles and Kristine

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

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Frequently Asked Questions

What is Cynosure Group, LLC's AUM?

Cynosure Group, LLC reports approximately $9.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Cynosure Group, LLC headquartered?

Cynosure Group, LLC is headquartered in Salt Lake City, Utah.

What is Cynosure Group, LLC's CRD number?

Cynosure Group, LLC's CRD number is 281399. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.