Syndicated Capital, Inc.

Syndicated Capital, Inc. is a registered investment advisory firm established in 2009 and privately owned by SC ADD Holdings, LLC and H Baines & L McAdams Living Trust. The firm offers money management, portfolio management, and wealth management services on a discretionary and non-discretionary basis. Clients can customize their advisory services based on individual needs and may impose restrictions on certain investments. The firm manages nearly $118 million on a discretionary basis and nearly $5 million on a non-discretionary basis as of December 31, 2024. Syndicated Capital charges a standard fee of 2%, which is negotiable, and clients pay ticket charges. The firm does not accept performance-based fees or side-by-side management. Investment strategies are tailored to clients' objectives, risk tolerance, and time horizon, focusing on publicly traded equities, ETFs, fixed income, and mutual funds. Clients should be prepared for the risk of loss associated with investing. The firm does not offer proprietary securities or hedge funds. Syndicated Capital, Inc. provides services to individuals, trusts, corporations, and 401K plans without imposing minimum balance requirements. The firm operates as a fiduciary and does not engage in proxy voting on behalf of clients. Clients have investment discretion limited to trading, and accounts are reviewed periodically to align with clients' financial profiles. The firm does not offer client referral compensation but may negotiate reduced management fees on a case-by-case basis. Clients' funds are held by Pershing LLC, with fees deducted quarterly. Additional information about the firm's financial industry activities and affiliations can be found in the brochure.