Fort Wayne, IN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
SYM Financial Advisors
Multi-team
Firm-wide stats for SYM Financial Advisors
Clients per advisor
55 TypicalAvg AUM per client
$2,111,423 Very HighHNW client ratio
47% Very HighAbout
SYM Financial Advisors manages roughly $5.8 billion through a 32-advisor multi-team platform and provides wealth management, financial planning, portfolio management, and qualified retirement plan consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, charities and businesses. The firm serves about 1,800 clients and offers both discretionary and non-discretionary management, including an automated program that invests in mutual funds and ETFs held at third‑party custodians.
SYM’s investment process emphasizes top‑down tactical asset allocation guided by an Investment Committee and employs both fundamental and technical analysis to construct model strategies and custom portfolios. Portfolios use mutual funds and ETFs (including DFA funds), may allocate to independent managers and private alternative investments, and the firm also implements option strategies, short sales and margin where appropriate; its automated program supports automatic rebalancing and tax‑loss harvesting.
Two features distinguish SYM relative to most multi‑team peers: the firm reports a minority ownership interest in National Advisors Holdings and an affiliation with National Advisors Trust Company, and it discloses an intent to refer clients to that affiliated trust provider for trust services. The firm’s ADV also discloses the use of client testimonials in advertising and describes operational practices—such as including private alternative investments in assets under management and using DFA funds with adviser‑approval requirements—that are less common among similar advisers.
Based on SYM Financial Advisors
Expertise
Based on SYM Financial Advisors
Location
7030 Pointe Inverness Way, Suite 100
Fort Wayne IN 46804
Advisors at this office
3
Advisors at this office
Logan T
CFP®, Series 66
Fort Wayne, IN
SYM Financial Advisors
Logan Timbrook is a CFP® with four years of industry experience. He is currently with SYM Financial Advisors and has previously worked at Wealth Advisors Group, Strategic Benefit Consultants, Inc, and LPL Financial LLC. Logan holds a Series 66 license and is based in Fort Wayne, IN. SYM Financial Advisors manages approximately $5.8 billion through a multi-team platform of 32 advisors, serving individuals, pension and profit-sharing plans, charities, and businesses. The firm employs a top-down tactical asset allocation approach and utilizes mutual funds, ETFs, independent managers, private alternative investments, and option strategies in portfolio construction.
Robert W
CFP®, Series 63
Fort Wayne, IN
SYM Financial Advisors
Robert Whicker is a CFP® professional with 22 years of industry experience, currently serving at SYM Financial Advisors since 2007. He holds Series 63 registration and is based in Fort Wayne, IN. Whicker is involved in several community and charitable organizations, including chairing the board of the Wells County EMS Foundation and serving on the boards of the Huntington County Foundation, Fort Wayne Museum of Art, and The Wells County Foundation, Inc. SYM Financial Advisors offers wealth management, financial planning, and portfolio management services to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in assets and employs a top-down, tactical asset allocation process implemented through model portfolios and various investment vehicles.
Jamie M
Series 65
Fort Wayne, IN
SYM Financial Advisors
Jamie Mitchell is a Series 65-licensed financial advisor with SYM Financial Advisors in Fort Wayne, IN, where he has worked since 2015. He has three years of industry experience. SYM Financial Advisors provides wealth management, financial planning, portfolio management, and qualified plan consulting to individuals, retirement plans, trusts, charitable organizations, and business entities. The firm manages approximately $4.88 billion in client assets using a top-down, tactical asset allocation process implemented through model portfolios, mutual funds, ETFs, alternative investments, and third-party automated platforms.
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