Cynosure Group, LLC

Overview

Cynosure Group, LLC is an SEC registered investment adviser based in Salt Lake City, UT, registered since 2015. It reports $9.8B in assets under management across 726 accounts, with 71 employees. It has 15 investment adviser representatives.

Reported AUM

$9.8B

Discretionary

100%

Accounts

726

Average account

$13.6M

Employees

71

Advisory reps

15

Registered since

2015

Jurisdictions

11

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Other Investment Advisors
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 11

• Randal Keith Quarles Chairman, Trustee CRD 6067244
• Spencer Peterson Eccles Managing Director CRD 6589570
• Alyson Nicole Paxman Chief Administrative Officer, Director of Client Experience CRD 5812995

8 more executive officers, with direct contact details

Advisory reps 3 of 15

• Zachary Tyler Allan Investment Adviser Rep CRD 7655253
• Daniel Kenneth Anderson Investment Adviser Rep CRD 4808567
• Kamala Woolley Asay Investment Adviser Rep CRD 4960379

12 more advisory reps, with emails, phones and branch locations

Location

Headquarters

111 S Main St Ste 2350
Salt Lake City, UT 84111

County

Salt Lake

Metro area

Salt Lake City, UT

Region

West

Registrations

• SEC registered
• Registered in 11 jurisdictions
• Website: cynosurecheckettssportscapital.com

Every state, with registration dates

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