Carl Macko
Synergy Capital Management · Atlanta, Georgia
Carl Macko is a fee-only financial advisor at Synergy Capital Management in Atlanta, Georgia, who holds the CFP credential. Synergy Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Synergy Capital Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1M across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 5473608 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.synergycapitalmanagement.com |
How Carl's firm compares
- Synergy Capital Management's average account is about $167,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Carl
Is Carl Macko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Synergy Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, Synergy Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Carl Macko based?
Carl Macko is based in Atlanta, Georgia.
What credentials does Carl Macko hold?
Carl Macko holds the CFP credential.
Is Carl Macko registered with the SEC?
Yes. Carl Macko is registered as an investment adviser representative in GA (CRD 5473608), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Synergy Capital Management manage?
Synergy Capital Management reports $1M across 6 accounts in assets under management.
How do I contact Carl Macko?
Through Carl's website, www.synergycapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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