{
  "crd_number": 120982,
  "slug": "symmetry-partners-glastonbury-ct-120982",
  "primary_business_name": "SYMMETRY PARTNERS",
  "legal_name": "SYMMETRY PARTNERS, LLC.",
  "dbas": [
    "CAIRN WEALTH ADVISORS",
    "EVENTUM WEALTH MANAGEMENT, LLC",
    "IVORY WEALTH PARTNERS"
  ],
  "city": "Glastonbury",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2002-07-26",
  "years_registered": 24,
  "period": "2026-10-01",
  "filing_date": "2026-09-29",
  "carried_forward": false,
  "raum_total": 4730645660.0,
  "raum_discretionary": 4730645660.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 52,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": null,
      "count": 0,
      "description": "EXEMPT",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 17281761.0,
      "count": 37
    },
    "individuals": {
      "raum": 1381913689.0,
      "count": 7801
    },
    "banking_thrift": {
      "raum": null,
      "count": 0
    },
    "state_municipal": {
      "raum": null,
      "count": 0
    },
    "insurance_companies": {
      "raum": null,
      "count": 0
    },
    "investment_companies": {
      "raum": 1700902885.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 477693545.0,
      "count": 319
    },
    "other_investment_advisers": {
      "raum": null,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1091564056.0,
      "count": 675
    },
    "pooled_investment_vehicles": {
      "raum": null,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 61289724.0,
      "count": 76
    },
    "business_development_companies": {
      "raum": null,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://cairnwealthadvisor.com",
    "https://eventumwealth.com",
    "https://facebook.com/SYMMETRY-PARTNERS-LLC-263008910393693",
    "https://instagram.com/symmetrypartners",
    "https://linkedin.com/company/symmetry-partners",
    "https://panoramicfunds.com",
    "https://panoramicinvesting.com",
    "https://symmetrypartners.com",
    "https://symmetryria.com",
    "https://twitter.com/SYMMPARTNERS",
    "https://youtube.com/user/BroadcastSymmetry"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/120982",
  "city_as_filed": "GLASTONBURY",
  "url": "https://advisorcensus.com/firm/symmetry-partners-glastonbury-ct-120982",
  "display_name": "Symmetry Partners",
  "summary": "Symmetry Partners is an SEC-registered investment advisory firm in Glastonbury, CT, registered since 2002, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 29, 2026.",
  "citation": "AdvisorCensus. Symmetry Partners (CRD 120982): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Symmetry Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Symmetry Partners reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "Where is Symmetry Partners located?",
      "a": "Symmetry Partners' principal office is in Glastonbury, CT, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Symmetry Partners registered with the SEC or a state?",
      "a": "Symmetry Partners is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 120982."
    },
    {
      "q": "How much does Symmetry Partners manage?",
      "a": "Symmetry Partners reports $4,730,645,660 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary)."
    },
    {
      "q": "How have Symmetry Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Symmetry Partners: Regulatory assets under management: $5,735,000,000 in the October 2021 data and $4,730,645,660 in the October 2026 data, down 18%. Total employees: 80 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Symmetry Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7,801); high net worth individuals (675); pension and profit sharing plans (but not the plan participants or government pension plans) (319)."
    },
    {
      "q": "Which custodians does Symmetry Partners use?",
      "a": "Symmetry Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Symmetry Partners 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/120982"
    },
    {
      "q": "What changed in Symmetry Partners' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Added the business name Ivory Wealth Partners. Employees performing advisory functions went from 3 to 5. Regulatory assets under management went from $5,718,728,103 to $4,730,645,660 (-17%). Registered or notice-filed in WY. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 5735000000.0,
      "total_employees": 80,
      "filing_date": "2021-08-03"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 6044000000.0,
      "total_employees": 62,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 6510880873.0,
      "total_employees": 68,
      "filing_date": "2023-06-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 5879425880.0,
      "total_employees": 66,
      "filing_date": "2024-08-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5718728103.0,
      "total_employees": 53,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4730645660.0,
      "total_employees": 52,
      "filing_date": "2026-09-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added the business name Ivory Wealth Partners.",
        "Employees performing advisory functions went from 3 to 5.",
        "Regulatory assets under management went from $5,718,728,103 to $4,730,645,660 (-17%).",
        "Registered or notice-filed in WY.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., 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/symmetry-partners-glastonbury-ct-120982.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 7801,
      "fewer_than_5": false,
      "raum": 1381913689.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 675,
      "fewer_than_5": false,
      "raum": 1091564056.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1700902885.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 319,
      "fewer_than_5": false,
      "raum": 477693545.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 37,
      "fewer_than_5": false,
      "raum": 17281761.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 76,
      "fewer_than_5": false,
      "raum": 61289724.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "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/120982",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}