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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

COSYNTRIS ADVISORY NETWORK, LLC

CRD 165106

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a8cd7e3-b106-945d-67eb-2312189518bb

Data as of Sep 2, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 3
On other graphs: 0
Observed: Aug 2, 2012 to Sep 2, 2020
26 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $218MItem 5.F on the latest filing (2020-09-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $217M
Private client RAUM: $204MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 506
Individual clients: 143
High net worth clients: 44
SEC number: 801-77016
CRD: 165106
Filings on the tape: 26
First filed: Aug 2, 2012
Latest filed: Sep 2, 2020
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ACM, LLP	Member	D	yes	12/2018	Jan 28, 2019	Sep 2, 2020
Anton, Gregory	CHAIRMAN AND CEO	F	yes	06/2002	Jan 28, 2019	Sep 2, 2020
BWEBLOS CONSULTING, INC.	Member	C	yes	04/2020	May 11, 2020	Sep 2, 2020
DEVINE, BARBARA, JEAN	CHIEF COMPLIANCE OFFICER	Na	yes	03/2015	Mar 17, 2015	Sep 2, 2020
EMERY, TREVOR, JOE	SOLE SHAREHOLDER	E	yes	04/2020	Aug 2, 2012	Sep 2, 2020
Hekkert, Stacey	MANAGING PARTNER	F	yes	01/2015	Jan 28, 2019	Sep 2, 2020
LANG, MICAH, JOHN	SOLE SHAREHOLDER	E	yes	04/2020	Aug 2, 2012	Sep 2, 2020
MJL CONSULTING, INC.	Member	C	yes	04/2020	May 11, 2020	Sep 2, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ACM LLP	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 6, 2020	$218M	$217M	4	2	0	n/a	n/a
2018	Jan 28, 2019	$186M	$186M	4	2	0	n/a	n/a
2017	Feb 22, 2018	$185M	$185M	4	2	0	n/a	n/a
2016	Jan 27, 2017	$149M	$149M	4	2	n/a	n/a	n/a
2015	Mar 1, 2016	$143M	$143M	4	2	n/a	n/a	n/a
2014	Mar 17, 2015	$125M	$125M	4	4	n/a	n/a	n/a
2013	Mar 13, 2014	$108M	$108M	4	4	n/a	n/a	n/a
2012	Mar 21, 2013	$100M	$100M	4	4	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$218M	$186M	16.9%	$149M	13.5%	4	4	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BDO WEALTH ADVISORS, LLC	3	Feb 5, 2021	Mar 19, 2021	DENVER, CO	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (8)

← DEVINE, BARBARA, JEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 17, 2015 to presentfactForm ADV
← EMERY, TREVOR, JOEOwnerSOLE SHAREHOLDER, ownership code E, individual
Aug 2, 2012 to presentfactForm ADV
← LANG, MICAH, JOHNOwnerSOLE SHAREHOLDER, ownership code E, individual
Aug 2, 2012 to presentfactForm ADV
← Hekkert, StaceyOwnerMANAGING PARTNER, ownership code F, individual
Jan 28, 2019 to presentfactForm ADV
← Anton, GregoryOwnerCHAIRMAN AND CEO, ownership code F, individual
Jan 28, 2019 to presentfactForm ADV
← ACM, LLPOwnerMEMBER, ownership code D, domestic entity
Jan 28, 2019 to presentfactForm ADV
← BWEBLOS CONSULTING, INC.OwnerMEMBER, ownership code C, domestic entity
May 11, 2020 to presentfactForm ADV
← MJL CONSULTING, INC.OwnerMEMBER, ownership code C, domestic entity
May 11, 2020 to presentfactForm ADV

Moved with (1)

→ BDO WEALTH ADVISORS, LLCRegistered adviser3 advisors, firm absorbed, same day
Feb 5, 2021 to Mar 19, 2021factForm ADV

Registered with (3)

← BARBARA JEAN DEVINEAdvisorregistration: previous registration
Jan 17, 2013 to Feb 5, 2021factForm ADV
← TREVOR JOE EMERYAdvisorregistration: previous registration
Jun 25, 2013 to Feb 5, 2021factForm ADV
← MICAH JOHN LANGAdvisorregistration: previous registration
Jun 25, 2013 to Feb 5, 2021factForm ADV

Dated events

Occurred
Jan 28, 2019
Control person joined
Stacey Hekkert (Managing Partner) appeared on Schedule A of Cosyntris Advisory Network, Llc
Form ADVobserved 4 days ago
Occurred
Jan 28, 2019
Control person joined
Gregory Anton (Chairman And Ceo) appeared on Schedule A of Cosyntris Advisory Network, Llc
Form ADVobserved 4 days ago
Occurred
Aug 2, 2012
First Form ADV filing
Sentinel Capital Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2a8cd7e3-b106-945d-67eb-2312189518bb
First observed: Aug 2, 2012
Last observed: Sep 2, 2020 73 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

COSYNTRIS ADVISORY NETWORK, LLC

CRD 165106

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2a8cd7e3-b106-945d-67eb-2312189518bb

Data as of Sep 2, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ACM, LLP

Member

yes

12/2018

Jan 28, 2019

Sep 2, 2020

Anton, Gregory

CHAIRMAN AND CEO

yes

06/2002

Jan 28, 2019

Sep 2, 2020

BWEBLOS CONSULTING, INC.

Member

yes

04/2020

May 11, 2020

Sep 2, 2020

DEVINE, BARBARA, JEAN

CHIEF COMPLIANCE OFFICER

yes

03/2015

Mar 17, 2015

Sep 2, 2020

EMERY, TREVOR, JOE

SOLE SHAREHOLDER

yes

04/2020

Aug 2, 2012

Sep 2, 2020

Hekkert, Stacey

MANAGING PARTNER

yes

01/2015

Jan 28, 2019

Sep 2, 2020

LANG, MICAH, JOHN

SOLE SHAREHOLDER

yes

04/2020

Aug 2, 2012

Sep 2, 2020

MJL CONSULTING, INC.

Member

yes

04/2020

May 11, 2020

Sep 2, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ACM LLP

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 6, 2020

$218M

$217M

n/a

2018

Jan 28, 2019

$186M

n/a

2017

Feb 22, 2018

$185M

n/a

2016

Jan 27, 2017

$149M

n/a

2015

Mar 1, 2016

$143M

n/a

2014

Mar 17, 2015

$125M

n/a

2013

Mar 13, 2014

$108M

n/a

2012

Mar 21, 2013

$100M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$218M

$186M

16.9%

$149M

13.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BDO WEALTH ADVISORS, LLC

Feb 5, 2021

Mar 19, 2021

DENVER, CO

Firm absorbed

RIA to RIA

100.0%