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FINANCIAL SYMMETRY INC.
Legal name: FINANCIAL SYMMETRY INCORPORATED
CRD 118443File 801-62698
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.54B
Above cohort median (national)
Discretionary AUM
$948.9M
Non-discretionary $591.7M
Clients
873
5,370 accounts
Employees
35
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 28, 2004
- Principal office
- 5438 WADE PARK BLVD, SUITE 310, RALEIGH, NC, 27607
- Phone
- 919-851-8200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.54B
- Discretionary AUM
- $948.9M
- Non-discretionary AUM
- $591.7M
- Discretionary accounts
- 3,697
- Non-discretionary accounts
- 1,673
- Total accounts
- 5,370
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 546 | $1.39B |
| Individuals (other than high net worth individuals) | 326 | $145.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.