Sinecera Capital, LLC

Sinecera Capital, LLC (CRD# 298872) is a financial advisory firm headquartered in Austin, TX. They manage $124,555,879 in 120 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
115 Wild Basin Road, Ste 100, Austin, TX 78746
https://www.linkedin.com/company/sineceracapital/
By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    120
    ACCOUNTS
  • Average Account Value
    $1,037,966
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Sinecera Capital, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Edwin Drake, financial advisor Fulshear TX
Edwin C. Drake
CRD#: 2127723
Fulshear, TX

Edwin Drake (CRD# 2127723) is an Investment Advisor Representative working at Sinecera Capital, LLC in Fulshear, TX and has over 33 years of experience in the finance industry.

2
Kevin Kaylakie, financial advisor Austin TX
Kevin A. Kaylakie
CRD#: 5154435
115 Wild Basin Road, Ste 100, Austin, TX 78746

Kevin Kaylakie (CRD# 5154435) is an Investment Advisor Representative working at Sinecera Capital, LLC in Austin, TX and has over 17 years of experience in the finance industry.

3
Adam Packer, financial advisor Austin TX
Adam J. Packer
CRD#: 5132040
115 Wild Basin Road, Ste 100, Austin, TX 78746

Adam Packer (CRD# 5132040) is an Investment Advisor Representative working at Sinecera Capital, LLC in Austin, TX and has over 16 years of experience in the finance industry.

4
Connee Sullivan, financial advisor Austin TX
Connee B. Sullivan
CRD#: 1306790
115 Wild Basin Road, Ste 100, Austin, TX 78746

Connee Sullivan (CRD# 1306790) is an Investment Advisor Representative working at Sinecera Capital, LLC in Austin, TX and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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