Symmetry Capital Advisors LLC

RIASEC Registered

Total AUM

$493M

Discretionary

0% of AUM

Avg account

$1.1M

Accounts

442

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 122563
Registered since: August 23, 2002
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI90.93%
Pension & Profit Sharing Plans3.49%
Charitable Organizations2.79%
Corporations / Businesses2.53%
Individuals0.26%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Symmetry Capital Advisors LLC is an independent, owner-operated RIA organized as an LLC. The firm is registered with the SEC (registered in 2002) and serves both individual/family and institutional clients. Its business model is fee-based on a percentage of AUM and it functions as a capital allocator, providing portfolio management for individuals, small businesses, and institutions as well as selecting third-party advisers. Symmetry is not an active ESG investor and reports a single-state footprint rather than a multi-state advisory network.