S
$1.4B Total AUM
$1.4B Disc. AUM
29.1% 3Y CAGR
26 Employees
2,865 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-30-2014
- Office Locations
- 11
Office Locations
17725 John F. Kennedy Blvd Houston TX
18230 North Eldridge Parkway Tomball TX
2627 Chestnut Ridge Suite 260 Kingwood TX
About Symphony Financial, Ltd. Co.
Symphony Financial, Ltd. Co. is a Houston-based RIA with 11 offices. The firm has been operating for 12 years. Managing $1.4B in total assets under management, with 23 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
46 AVG AGE
$58.9M AVG AUM / ADVISOR
$472.9K AVG AUM / CLIENT
4.9 yrs AVG TENURE
26 Employees
23 Advisory Reps
23 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
W
WALLACE CARR BURGOYNE JR.
Chief Compliance Officer, Managing Member, President
- CRD
- #2155629
- Ownership
- 75% or more
Available
Available
Available
DAVID ALAN MOELLER JR
Chief Investment Officer
- CRD
- #4817548
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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V
Vincent Ray Amalfi
--
- CRD
- #8247700
Available
Available
Available
J
James Lawrence Armstrong
--
- CRD
- #7796423
Available
Available
Available
Showing 2 of 47 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,354,847,217 | $324,281 |
| Non-Discretionary | $0 | -- |
| Total | $1,354,847,217 | $324,281 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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