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SYMPHONY ONE CAPITAL MANAGEMENT, LLC

Advisory

DALLAS, TX

Data as of Jul 30, 2026 · Source: SEC Form ADV

Rank in TX
#2,288
of 2,813 advisers by AUM
Average account
$2M
across 8 accounts
AUM per adviser
$4M
3 advisers

Source: SEC Form ADV. Figures as filed Jul 30, 2026.

Total AUM
$13M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$13M
Discretionary AUM$13M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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