{
  "crd_number": 288563,
  "slug": "simetria-advisory-group-llc-miami-fl-288563",
  "primary_business_name": "SIMETRIA ADVISORY GROUP LLC",
  "legal_name": "SIMETRIA ADVISORY GROUP LLC",
  "dbas": [
    "PLURAL ADVISORS"
  ],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-18",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 201621881.0,
  "raum_discretionary": 196021881.0,
  "raum_non_discretionary": 5600000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 14,
  "advisory_employees": 14,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 64687130.0,
      "count": 353
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 31845431.0,
      "count": 20
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 105089320.0,
      "count": 44
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288563",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563",
  "display_name": "Simetria Advisory Group LLC",
  "summary": "Simetria Advisory Group LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.",
  "citation": "AdvisorCensus. Simetria Advisory Group LLC (CRD 288563): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Simetria Advisory Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Simetria Advisory Group LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Simetria Advisory Group LLC located?",
      "a": "Simetria Advisory Group LLC's principal office is in Miami, FL, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Simetria Advisory Group LLC registered with the SEC or a state?",
      "a": "Simetria Advisory Group LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 288563."
    },
    {
      "q": "How much does Simetria Advisory Group LLC manage?",
      "a": "Simetria Advisory Group LLC reports $201,621,881 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (97% discretionary)."
    },
    {
      "q": "What types of clients does Simetria Advisory Group LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (353); corporations or other businesses not listed above (44); high net worth individuals (20)."
    },
    {
      "q": "Which custodians does Simetria Advisory Group LLC use?",
      "a": "Simetria Advisory Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Avenue Securities LLC, Charles Schwab & Co., Inc., Interactive Brokers LLC, Safra Securities LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Simetria Advisory Group LLC report any disciplinary disclosures?",
      "a": "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/288563"
    },
    {
      "q": "Does Simetria Advisory Group LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 31, 2026 says: \"The minimum dollar value for establishing an Account is generally $50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion.\""
    },
    {
      "q": "What changed in Simetria Advisory Group LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its legal name from Brasil Plural Investment Advisor LLC to Simetria Advisory Group LLC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its legal name from Brasil Plural Investment Advisor LLC to Simetria Advisory Group LLC."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Miami, FL."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 14.",
        "Regulatory assets under management went from $104,577,869 to $201,621,881 (+93%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum dollar value for establishing an Account is generally $50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The minimum dollar value for establishing an Account is generally $50,000. Initial investments of a lesser amount may be accepted at Adviser’s discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Avenue Securities LLC",
      "name_as_filed": "AVENUE SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "Safra Securities LLC",
      "name_as_filed": "SAFRA SECURITIES LLC",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/simetria-advisory-group-llc-miami-fl-288563.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 353,
      "fewer_than_5": false,
      "raum": 64687130.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 31845431.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 44,
      "fewer_than_5": false,
      "raum": 105089320.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288563",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}