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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-21-2010
- Office Locations
- 1
Office Locations
About Finsym Partners, LLC
Finsym Partners, LLC is a Seattle-based RIA. The firm has been operating for 16 years. Managing $188.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between June 17, 2025 and February 27, 2026, reported AUM increased 18.3%, from $158.9M to $188.0M.
Across 5 reported observations, AUM increased 57.2% between January 13, 2022 and February 27, 2026, from $119.6M to $188.0M.
Of the latest reported AUM, 97.2% is discretionary and 2.8% is non-discretionary.
The firm reports 3 advisory representatives and 90 clients, or 30 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Brent Hogan Davidson
Chief Compliance Officer, Partner
- CRD
- #6567928
- Ownership
- 25% but less than 50%
ROBERT PAUL DAVIDSON JR
Founder, Managing Member, Owner, President
- CRD
- #2274035
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Robert Grey Davidson
Assoc. Partner
- CRD
- #8090763
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,694,470 | $2,076,074 |
| Non-Discretionary | $5,292,566 | $2,646,283 |
| Total | $187,987,036 | $2,088,745 |
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Separately Managed Accounts
SMA allocation detail is available
Finsym Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.