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Financial Symmetry Inc.

Financial Symmetry Inc.. CRD 118443

Financial Symmetry Inc. logo

CRD: 118443

Financial Symmetry Inc.

Raleigh, NC, 27607
9198518200
www.financialsymmetry.com
$1.5B Total AUM
$948.9M Disc. AUM
25.6% 3Y CAGR
35 Employees
873 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
Harbor momentumNorth +more
Established Date
06-09-2003
Office Locations
1

Office Locations

5438 Wade Park Blvd Suite 310 Raleigh NC

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

36 AVG AGE
$102.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
6.8 yrs AVG TENURE
35 Employees
15 Advisory Reps
15 RIA Reps
23yrs Firm Age

Insights

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Asset Classes

Signal beacon Glacier Ridge North

Client Personas

Frontier

CRM

Quantum

Custodian

Vertex vital Momentum North north Alpha atlas Optima pathway Foundation Summit capital North atlas Zenith Bridge delta

Fund Managers

Optima Element

Investment Themes

Delta radial Unison Element Eagle

Investment Vehicles

Radial Unison glacier

Services

Zenith optima Ember horizon Meridian radial Fusion Beacon Value beacon Signal Ember Meridian eagle Ridge radial Value Pathway radial

Technology

Wave pathway North capital Pathway Zenith timber

Owner & Executives

ALLISON MARIE BERGER

ALLISON MARIE BERGER

Financial Advisor, General Partner, PRINCIPAL

CRD
#4996474
Ownership
10% but less than 25%
(676) 635-2591
pathway.optima@horizoncapital.com
in linkedin.com/in/foundation-wave
MICHAEL BARRY EKLUND

MICHAEL BARRY EKLUND

Advisor, PRINCIPAL

CRD
#4581511
Ownership
10% but less than 25%
(625) 954-1551
ridge.atlas@wavecapital.com
in linkedin.com/in/value-vital
C

Crest wave

Fusion zenith

CRD
#51728
Ownership
16.4%
(657) 816-2990
meridian.harbor@embercapital.com
in linkedin.com/in/legacy-insight

Showing 2 of 18 owners & executives

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Contacts

J

Jade Michael Brookreson

Associate

CRD
#7960868
(504) 697-1095
atlas.legacy@zenithcapital.com
in linkedin.com/in/wave-quantum

Showing 1 of 19 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
06-29-2023
11-05-2024
03-28-2025
05-27-2026
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

$1.5B Total SMA
Public Funds:
35.1%
Cash:
22.3%
Equity - Exchange:
31.9%
U.S. Government/Agency:
10.7%
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

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