Individual
EntityKATIE ECCLES BURNETT GST TRUSTStatusTRUSTEEReported since03/2024OwnershipOther (general partner, trustee, or elected manager)Control personNo
Cynosure Group, LLC
Alpha Nasdaq OCIO Indices - ContributorSALT LAKE CITY, UT
Form ADV and provider website profile · CRD 281399 · regulatory data as of Sep 24, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Cynosure Group, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$9.8BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
726Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$9.8BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 01/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 01/2015
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 01/2015
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 02/2020
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 01/2021
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 03/2024
- Type
- Domestic entity
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 01/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 10/2023
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 03/2024
- Type
- Individual
- Control person
- No
- Ownership
- 5% but less than 10%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 12/2024
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 12/2024
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 25% but less than 50%
- Reported since
- 02/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 10/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Spencer Peterson Eccles | Managing Director | 01/2015 | Individual | Yes | 25% but less than 50% |
| Clista Hope Eccles | Trustee | 01/2015 | Individual | Yes | 25% but less than 50% |
| Lisa Ellen Eccles | Member | 01/2015 | Individual | No | 5% but less than 10% |
| Richard Grant Lee | Chief Financial Officer | 02/2020 | Individual | No | Less than 5% |
| Emily Marva Teran | Chief Compliance Officer | 01/2021 | Individual | No | Less than 5% |
| Katie Eccles Burnett Gst Trust | Trust | 03/2024 | Domestic entity | No | 5% but less than 10% |
| Randal Keith Quarles | Chairman/Trustee | 01/2022 | Individual | Yes | 25% but less than 50% |
| Alyson Nicole Paxman | Chief Administrative Officer/Director Of Client Experience | 10/2023 | Individual | No | Less than 5% |
| Katherine Ann Eccles | Trustee | 03/2024 | Individual | No | 5% but less than 10% |
| Kristine Lifferth Eccles | Trustee | 12/2024 | Individual | Yes | 25% but less than 50% |
| Randal Quarles And Hope Eccles Legacy Trust | Trust | 12/2024 | Domestic entity | Yes | 25% but less than 50% |
| Spencer P Eccles And Kristine L Eccles Gst Legacy Trust | Trust | 12/2024 | Domestic entity | Yes | 25% but less than 50% |
| Spencer Fox Eccles | Member | 02/2024 | Individual | No | Less than 5% |
| Elyse Brittny Winter | Chief People Officer | 10/2024 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVIndividual
EntityRANDAL QUARLES AND HOPE ECCLES LEGACY TRUSTStatusTRUSTEEReported since04/2016OwnershipOther (general partner, trustee, or elected manager)Control personNo
Owners & Executives
Source: Form ADVSP
Spencer Peterson Eccles
Managing Director
RG
Richard Grant Lee
Chief Financial Officer
EM
Emily Marva Teran
Chief Compliance Officer
RK
Randal Keith Quarles
Chairman/Trustee
AN
Alyson Nicole Paxman
Chief Administrative Officer/Director Of Client Experience
EB
Elyse Brittny Winter
Chief People Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives14
Indirect ownership records2
Regulatory statusSEC registered investment adviser
SEC registration dateDec 14, 2015
CRD number281399