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Syndicate Capital Advisors, LLC. (Roswell)


Syndicate Capital Advisors, LLC. is an adviser based in Roswell. It manages $1.49 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Georgia.

Syndicate Capital Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Syndicate Capital Advisors: assets under management

The assets under management (AUM) of Syndicate Capital Advisors, LLC. is $1.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $78.64 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Syndicate Capital Advisors, LLC. for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
James Andrew Steinkirchner Member 1 Oct 2001 75% - 100% 1620974

Based in Roswell

The principal office where Syndicate Capital Advisors, LLC. performs its advisory services is located at 515 Crossville Rd. Ste. 270, Roswell, GA 30075, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-518-5665 or by fax 770-518-5654. The normal business hours are 9am-5pm on Monday - Friday.


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