Financial Symmetry Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated January 29, 2026, reports $1.5B in regulatory assets under management, 35 employees, and 5,370 accounts.
Assets Under Management
$1.5B
Employees
35
Offices
--
Total Clients
873
Primary office
RALEIGH, NC
5438 WADE PARK BLVD, SUITE 310, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.5% of total clients.
Top client categories% of clientsClients
1
HNWI
62.5%
546
2
Individuals
37.3%
326
3
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of May 27, 2026
Discretionary61.6%
$949M
62% of total RAUM61.6%
Non-discretionary38.4%
$592M
38% of total RAUM38.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts5,370
10Y AUM Change+$1.3B (+430.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee25:1
10Y Employee Change+24 (+218.2%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.