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SYNCRACY OPERATIONAL MANAGEMENT LLC

· CRD 319424 · IAPD ↗ · syncracy.io · 805-341-2023

$193.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
1Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
April 2026 — SYNCRACY OPERATIONAL MANAGEMENT LLC (location n/a) left the SEC roster (was $193.1M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
80
August 2025 — SYNCRACY OPERATIONAL MANAGEMENT LLC (location n/a) is newly SEC-registered with $193.1M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.