A complete list of active advisors currently associated with Symmetry Capital Advisors LLC
Warmer can help you find a great advisor at Symmetry Capital Advisors LLC or one who fits your needs even better.
Symmetry Capital Advisors LLC is a fee‑only, SEC‑registered investment adviser that provides investment supervisory services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm focuses on portfolio management rather than comprehensive financial planning and generally applies a $1 million account minimum while permitting exceptions on a case‑by‑case basis. The firm’s investment process is grounded in Modern Portfolio Theory: it prepares an Investment Policy Statement for each client and constructs diversified portfolios using no‑load mutual funds, ETFs, individual securities, fixed‑income instruments and, where appropriate, separate account managers. Symmetry favors a long‑term buy‑and‑hold approach with periodic rebalancing, avoids frequent trading and derivatives, and does not manage accounts on a discretionary basis, obtaining client authorization before executing recommended transactions. What is distinctive about Symmetry relative to many supported peers is the scale of assets per advisor and the predominance of non‑discretionary relationships — the firm reports roughly $492.7 million in assets under supervision while operating with a single listed advisor and primarily providing supervised (non‑discretionary) services. The firm also relies on Schwab Institutional for custody and administrative support, provides quarterly performance reporting with daily reconciliations where prices are available, and discloses an explicit proxy‑voting policy that emphasizes independent directors and the expensing of stock options.
To learn more about the advisors currently working at Symmetry Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 23
|
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