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SYMMETRY CAPITAL ADVISORS LLC
CRD 122563 · SEC 801-61422
10000 N. CENTRAL EXPRESSWAY, SUITE 1275, DALLAS, TX, 75231-4177, United States
Phone
214-696-4444
Fax
214-696-8888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$492.7M
Discretionary AUM
$0
Team
5 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.3M |
| High net worth individuals | 64 | $448.0M |
| Pension/profit sharing plans | 2 | $17.2M |
| Charitable organizations | 2 | $13.7M |
| Corporations/business entities | 2 | $12.4M |
States served
GA, SC, TX
Official SEC filing: View on IAPD