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SYNOVUS SECURITIES, INC.
CRD 14023File 801-19690
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jan 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.45B
Top 10% of cohort (national)
Discretionary AUM
$4.99B
Non-discretionary $3.46B
Clients
12,411
12,411 accounts
Employees
280
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 1, 1983
- Principal office
- 33 WEST 14TH STREET, 3RD FLOOR, COLUMBUS, GA, 31901
- Phone
- 706-649-2327
- Website
- HTTP://WWW.CFGLTD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.45B
- Discretionary AUM
- $4.99B
- Non-discretionary AUM
- $3.46B
- Discretionary accounts
- 5,799
- Non-discretionary accounts
- 6,612
- Total accounts
- 12,411
- AUM per client
- $680K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 230 | $550.9M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 86 | $173.9M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 1,938 | $4.96B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 131 | $99.0M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 10,026 | $2.67B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C5
- Q11D2
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.