Investment adviser · CRD 118443
FINANCIAL SYMMETRY INC.
Investment adviser filing (IA)
FINANCIAL SYMMETRY INCORPORATED
RALEIGH, NC, United States · Form ADV filed May 27, 2026
- Regulatory AUM
- $1.54B Form ADV · Item 5.F
- Client accounts
- 5,370 Accounts, not individual clients
- Employees
- 35 Reported in this filing
- Advisory professionals
- 15 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 546 | $1,393,445,555 | 90.4% |
| Individuals | 326 | $145,598,855 | 9.5% |
| Charities | Fewer than 5 | $1,587,485 | 0.1% |
Filing source
Form ADV 2106621 · May 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
5438 WADE PARK BLVD, SUITE 310RALEIGH, NC, 27607, United States
CRD 118443
Filing source
Form ADV 2106621 · May 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.