|
⚲
|
| Symmetry Capital Advisors LLC
✚
|
|
|---|---|
| CRD # | 122563 |
| SEC # | 801-61422 |
| CIK # | |
| AUM | $492.7 M (2026-03-03) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 214-696-4444 |
| Address | 10000 N Central Expressway Dallas, TX 75231-4177 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.3 |
| (b) Individuals (high net worth individuals) | 64 | 448.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 17.2 |
| (h) Charitable organizations | 2 | 13.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 492.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 442 | 492.7 |
| Total | 442 | 492.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 492.7 | |
| Total | 442 | 492.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Balanced Wealth Group LLC
✚
|
OH | 0.5 |
|
Busey Capital Management Inc
✚
|
IL | 0.5 |
|
Allred Capital Management LLC
✚
|
TX | 0.5 |
|
HFM Investment Advisors Inc
✚
|
0.5 | |
|
Fusion Capital LLC
✚
|
SC | 0.5 |
|
Monetary Management Group Inc
✚
|
MO | 0.5 |
|
HANC Wealth Management LLC
✚
|
MI | 0.5 |
|
Tyler Street Capital
✚
|
MA | 0.5 |
|
IF Advisors LLC
✚
|
0.5 | |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.5 |