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Thomas Jon Casper

Investment adviser representative at Syntheticfi LLC
12 yearsExperience
1 stateRegistered in
$992.9MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Syntheticfi LLCJan 2026 to now
  2. Adaptive Solutions ConsultingMar 2018 to now
  3. Stansberry Asset ManagementJul 2023 to Jan 2026
  4. Lyons Wealth ManagementJul 2022 to Jul 2023
  5. Pintar Investment CompanyMar 2020 to Jan 2022
  6. Creative PlanningNov 2014 to Feb 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (FL).

Syntheticfi LLC

$992.9MAssets managed
624Clients
9Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2759564
Firm CRD
330200
Advisor's SEC record (opens in a new tab)
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