Symphony Financial, Ltd. Co. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX.
Assets Under Management
$1.4B
Employees
26
Offices
6 offices
Total Clients
2,850
Primary office
HOUSTON, TX
4295 SAN FELIPE, SUITE 300, HOUSTON, TX, United States
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
1,987
2
HNWI
29.3%
836
3
Corporations
0.7%
21
4
Charitable
0.2%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 1, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts4,178
10Y AUM Change+$1.2B (+744.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees26
Clients per Employee110:1
10Y Employee Change+3 (+13.0%)
* 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.