# Finsym Partners, LLC

> Finsym Partners, LLC is an SEC-registered investment advisory firm, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 153712
- Filed as: FINSYM PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153712
- AdvisorCensus page: https://advisorcensus.com/firm/finsym-partners-llc-153712

## Quick answers

**How is Finsym Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Finsym Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Finsym Partners, LLC registered with the SEC or a state?**
Finsym Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 153712.

**How much does Finsym Partners, LLC manage?**
Finsym Partners, LLC reports $187,987,036 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (97% discretionary).

**How have Finsym Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Finsym Partners, LLC: Regulatory assets under management: $119,572,638 in the October 2022 data and $187,987,036 in the October 2026 data, up 57%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Finsym Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (44).

**Which custodians does Finsym Partners, LLC use?**
Finsym Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Finsym Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/153712

**What changed in Finsym Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $158,907,586 to $187,987,036 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $187,987,036
- Discretionary: $182,694,470
- Non-discretionary: $5,292,566

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 44 | $12,231,958 |
| High net worth individuals | 46 | $175,755,078 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [finsymllc.com](https://finsymllc.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $119,572,638 | 2 | January 13, 2022 |
| October 2023 | $113,893,788 | 2 | August 31, 2023 |
| October 2024 | $136,151,582 | 2 | February 26, 2024 |
| October 2025 | $158,907,586 | 2 | June 17, 2025 |
| October 2026 | $187,987,036 | 3 | February 27, 2026 |

Regulatory assets under management: $119,572,638 in the October 2022 data and $187,987,036 in the October 2026 data, up 57%.
Total employees: 2 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $158,907,586 to $187,987,036 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finsym Partners, LLC (CRD 153712): Form ADV filing data as of October 2026.