Symphony Financial Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Akron, OH. Its latest Form ADV filing, dated February 25, 2026, reports $429M in regulatory assets under management, 7 employees, 1 office, and 1,312 accounts.
Assets Under Management
$429M
Employees
7
Offices
1 office
Total Clients
641
Primary office
AKRON, OH
4100 EMBASSY PARKWAY, SUITE 100, AKRON, OH, 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 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.1% of total clients.
Top client categories% of clientsClients
1
Individuals
81.1%
520
2
HNWI
11.1%
71
3
Pension Plans
5.6%
36
4
Corporations
1.1%
7
5
Charitable
0.9%
6
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$429Mas of February 25, 2026
Discretionary80.4%
$345M
80% of total RAUM80.4%
Non-discretionary19.6%
$84M
20% of total RAUM19.6%
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.
Latest AUM$429M
Total Accounts1,312
10Y AUM Change+$197M (+84.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee92:1
10Y Employee Change-1 (-12.5%)
* 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.