{
  "crd_number": 164567,
  "slug": "symfonie-capital-symfonie-investment-advisors-london-164567",
  "primary_business_name": "SYMFONIE CAPITAL / SYMFONIE INVESTMENT ADVISORS",
  "legal_name": "SYMFONIE CAPITAL, LTD",
  "dbas": [],
  "city": "London",
  "state": null,
  "country": "United Kingdom",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-03-24",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2025-09-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://symfoniecapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/164567",
  "city_as_filed": "LONDON",
  "url": "https://advisorcensus.com/firm/symfonie-capital-symfonie-investment-advisors-london-164567",
  "display_name": "Symfonie Capital / Symfonie Investment Advisors",
  "summary": "Symfonie Capital / Symfonie Investment Advisors is an SEC-registered investment advisory firm in London, United Kingdom, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated September 27, 2025.",
  "citation": "AdvisorCensus. Symfonie Capital / Symfonie Investment Advisors (CRD 164567): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Symfonie Capital / Symfonie Investment Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Symfonie Capital / Symfonie Investment Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Symfonie Capital / Symfonie Investment Advisors located?",
      "a": "Symfonie Capital / Symfonie Investment Advisors' principal office is in London, United Kingdom, according to its Form ADV; the October 2025 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Symfonie Capital / Symfonie Investment Advisors registered with the SEC or a state?",
      "a": "Symfonie Capital / Symfonie Investment Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 164567."
    },
    {
      "q": "How have Symfonie Capital / Symfonie Investment Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Symfonie Capital / Symfonie Investment Advisors: Regulatory assets under management: $1,350,000 in the October 2021 data and $1,000,000 in the October 2025 data, down 26%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Symfonie Capital / Symfonie Investment Advisors 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/164567"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1350000.0,
      "total_employees": 1,
      "filing_date": "2021-08-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1350000.0,
      "total_employees": 1,
      "filing_date": "2021-08-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1350000.0,
      "total_employees": 1,
      "filing_date": "2023-08-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1000000.0,
      "total_employees": 1,
      "filing_date": "2024-03-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1000000.0,
      "total_employees": 1,
      "filing_date": "2024-03-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2025-09-27"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/symfonie-capital-symfonie-investment-advisors-london-164567.md",
  "clients": [],
  "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/164567",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}