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SYMPHONY FINANCIAL, LTD. CO.
CRD 171816File 801-79989
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.35B
Above cohort median (national)
Discretionary AUM
$1.35B
Clients
2,850
4,178 accounts
Employees
26
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 30, 2014
- Principal office
- 4295 SAN FELIPE, SUITE 300, HOUSTON, TX, 77027
- Phone
- 281-272-6800
- Website
- http://thegreensagegroup.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.35B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4,178
- Non-discretionary accounts
- 0
- Total accounts
- 4,178
- AUM per client
- $475K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $37.3M |
| Charitable organizations | 6 | $5.3M |
| High net worth individuals | 836 | $1.02B |
| Pension and profit sharing plans | Fewer than 5 | $660K |
| Individuals (other than high net worth individuals) | 1,987 | $290.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- 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
- No
- 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.