CYNOSURE GROUP, LLC

Legal name: THE CYNOSURE GROUP

CRD 281399File 801-107042

APPROVED

Retail clients

Custody

Filing as of Jul 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$9.85B

Top 10% of cohort (national)

Discretionary AUM

$9.85B

Clients

148

726 accounts

Employees

Top 10% of cohort in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Dec 14, 2015
Principal office: 111 SOUTH MAIN STREET, SUITE 2350, SALT LAKE CITY, UT, 84111-1929
Phone: 801-521-3100
Website: https://cynosuregroup.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $9.85B
Discretionary AUM: $9.85B
Non-discretionary AUM: $0
Discretionary accounts: 726
Non-discretionary accounts: 0
Total accounts: 726
AUM per client: $66.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	11	$3.44B
Other investment advisers	1	$82.2M
High net worth individuals	76	$1.64B
Pooled investment vehicles	60	$4.69B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
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: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

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.