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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Symmetry Incorporated
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| CRD # | 118443 |
| SEC # | 801-62698 |
| CIK # | 0001691919, 0002004843, 0001861029, 0002055506 |
| AUM | $1.2 B (2025-03-28) |
| Employees | 33 (45% Investors, 0% Brokers) |
| Phone | 919-851-8200 |
| Address | 5438 Wade Park Blvd Raleigh, NC 27607 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001691919 0002004843 0001861029 0002055506 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Bitcoin Trust | 687.7 | ||
| Applied Materials Inc /DE | 58.7 | ||
| Transdigm Group Inc | 58.7 | ||
| Nvidia Corp | 54.8 | ||
| Wells Fargo & Co/MN | 51.4 | ||
| Amazon Com Inc | 40.7 | ||
| Microsoft Corp | 26.9 | ||
| VISA Inc | 21.6 | ||
| Trade Desk Inc | 21.6 | ||
| Apple Inc | 20.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 18.1 | ||
| Gardner Denver Holdings Inc | 14.1 | ||
| Alphabet Inc | 12.9 | ||
| Broadcom Inc | 11.9 | ||
| Carvana Co | 11.6 | ||
| Facebook Inc | 10.7 | ||
| TKO Group Holdings Inc | 8.6 | ||
| Vulcan Materials Co | 8.5 | ||
| UnitedHealth Group Inc | 8.4 | ||
| Social Capital Hedosophia Holdings Corp V | 8.2 | ||
| First Horizon National Corp | 7.2 | ||
| Honeywell International Inc | 7.1 | ||
| Spotify Technology Sa | 6.8 | ||
| Ferrari NV | 6.5 | ||
| Barclays PLC | 6.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 354 | 157.3 |
| (b) Individuals (high net worth individuals) | 461 | 1,051.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,000 | 1,210.7 |
| By Discretionary | ||
| Discretionary | 3,230 | 706.6 |
| Non-Discretionary | 1,770 | 504.0 |
| Total | 5,000 | 1,210.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,210.7 | |
| Total | 5,000 | 1,210.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001691919] | |
| 3 | [0001861029] | |
| 4 | [0001861029] | |
| 13F-HR | [0002004843] | |
| 13F-NT | [0002055506] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Calton & Associates Inc
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FL | 1.2 |
|
Steigerwald Gordon & Koch Inc
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VA | 1.2 |
|
Evelyn Partners Asset Management Limited
✚
|
1.2 | |
|
Intrua Financial LLC
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TX | 1.2 |
|
Recurrent Investment Advisors LLC
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|
TX | 1.2 |
|
JGP Wealth Management LLC
✚
|
OR | 1.2 |
|
Seven Springs Wealth Group LLC
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|
TN | 1.2 |
|
Verity and Verity LLC
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|
SC | 1.2 |
|
Valley Wealth Strategies LLC
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|
CA | 1.2 |
|
SBK Financial Inc
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|
VA | 1.2 |