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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Harbor momentumNorth +more
- Established Date
- 06-09-2003
- Office Locations
- 1
Office Locations
About Financial Symmetry Inc.
Financial Symmetry Inc. is a Raleigh, NC-based RIA providing financial planning and investment management, including retirement planning, tax planning, Social Security analysis, college planning, 401(k) allocation, and estate planning. The team works with individuals and busy professionals navigating major life events and long-term goals, implementing portfolios using mutual funds and ETFs. Custodies with Pershing and supports clients via a NetXInvestor portal.
Team overview
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Owner & Executives
ALLISON MARIE BERGER
Financial Advisor, General Partner, PRINCIPAL
- CRD
- #4996474
- Ownership
- 10% but less than 25%
MICHAEL BARRY EKLUND
Advisor, PRINCIPAL
- CRD
- #4581511
- Ownership
- 10% but less than 25%
Crest wave
Fusion zenith
- CRD
- #51728
- Ownership
- 16.4%
Showing 2 of 18 owners & executives
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Jade Michael Brookreson
Associate
- CRD
- #7960868
Showing 1 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $948,914,754 | $256,672 |
| Non-Discretionary | $591,717,141 | $353,686 |
| Total | $1,540,631,895 | $286,896 |
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Separately Managed Accounts
Total SMA Asset: $1,540,631,895
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,140,101,600 | 35.1% |
| Cash | $1,994,993,324 | 22.3% |
| Equity - Exchange | $2,853,824,531 | 31.9% |
| U.S. Government/Agency | $957,238,949 | 10.7% |
| Total | $8,946,158,404 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY WAVE | VERTEX HORIZON | ZZ5E8NDW1 | ISHX | 2.10% | $25,841,790 |
| MATRIX QUANTUM | QUANTUM NORTH | E3PG79YHK | QDAA | 4.98% | $76,431,604 |
| MOMENTUM CREST OAK | ATLAS PEAK | O3XSJF7IT | PPS | 3.37% | $119,639,600 |
| RIDGE OAK MERIDIAN | HORIZON ZENITH | E2J7XO9ZV | TCEUQ | 6.51% | $108,675,127 |
| SIGNAL QUANTUM | HORIZON BRIDGE | YS2N51ST9 | YPJWW | 2.24% | $105,796,440 |
| MERIDIAN TIMBER | FRONTIER CAPITAL | JOFY50KHJ | FTGP | 8.79% | $93,099,341 |
| BEACON RIDGE OPTIMA | UNISON PIONEER | VKVNEQDU2 | OOXC | 3.31% | $95,407,300 |
| FUSION VITAL | ELEMENT BEACON | VC62U039O | BZRAQ | 2.04% | $91,817,749 |