RIA Intel›Advisers›North Carolina›FINANCIAL SYMMETRY INCORPORATED

FINANCIAL SYMMETRY INCORPORATED

Advisory

N·RALEIGH, NC

Data as of Jan 29, 2026 · Source: SEC Form ADV

Total AUM
$1.5B
1-Year AUM Growth
+24.4%
3-Year CAGR
+12.2%
Employees
15
Assets Under Management
Total AUM$1.5B
Discretionary AUM$949M
Non-Discretionary AUM$592M
Discretionary %61.6%
Total Clients873
Team
Total Employees15
Investment Advisers35
Employee Growth (1Y)+15.4%
Filing History
Total Filings on Record47
First FilingJan 9, 2004
Latest FilingJan 29, 2026
🔒 Full AUM trend chart and 47 historical filings spanning 22+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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