Symmetry Capital Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 3, 2026, reports $493M in regulatory assets under management, 5 employees, and 442 accounts.
Assets Under Management
$493M
Employees
5
Offices
--
Total Clients
72
Primary office
DALLAS, TX
10000 N. CENTRAL EXPRESSWAY, SUITE 1275, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.9% of total clients.
Top client categories% of clientsClients
1
HNWI
88.9%
64
2
Individuals
2.8%
2
3
Pension Plans
2.8%
2
4
Charitable
2.8%
2
5
Corporations
2.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$493Mas of March 3, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$493M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$493M
Total Accounts442
10Y AUM Change+$229M (+86.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change+2 (+66.7%)
* 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.