SINCERUS ADVISORY

Legal name: SINCERUS ADVISORY, LLC

CRD 300559File 801-119083

APPROVED

Retail clients

Custody

Filing as of Mar 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$222.0M

Below cohort median (national)

Discretionary AUM

$203.8M

Non-discretionary $18.2M

Clients

169

582 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jul 23, 2020
Principal office: Not reported
Phone: (212) 203-7376
Website: https://www.linkedin.com/in/dannryan/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $222.0M
Discretionary AUM: $203.8M
Non-discretionary AUM: $18.2M
Discretionary accounts: 581
Non-discretionary accounts: 1
Total accounts: 582
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$23.9M
Charitable organizations	Fewer than 5	$20.4M
High net worth individuals	45	$114.4M
Pension and profit sharing plans	Fewer than 5	$2.1M
Individuals (other than high net worth individuals)	113	$61.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

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: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

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.