# Symmetry Partners

> 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.

- CRD: 120982
- Filed as: SYMMETRY PARTNERS
- Legal name: Symmetry Partners, LLC.
- Also doing business as: CAIRN WEALTH ADVISORS, EVENTUM WEALTH MANAGEMENT, LLC, IVORY WEALTH PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Glastonbury, CT
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/120982
- AdvisorCensus page: https://advisorcensus.com/firm/symmetry-partners-glastonbury-ct-120982

## Quick answers

**How is Symmetry Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Symmetry Partners reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Symmetry Partners located?**
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).

**Is Symmetry Partners registered with the SEC or a state?**
Symmetry Partners is an SEC-registered investment advisory firm, registered since 2002. Status as filed: Approved. CRD 120982.

**How much does Symmetry Partners manage?**
Symmetry Partners reports $4,730,645,660 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Symmetry Partners' assets and staff changed since 2021?**
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.

**What types of clients does Symmetry Partners serve?**
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).

**Which custodians does Symmetry Partners use?**
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.

**Does Symmetry Partners 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/120982

**What changed in Symmetry Partners' recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- 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: $4,730,645,660
- Discretionary: $4,730,645,660
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7,801 | $1,381,913,689 |
| High net worth individuals | 675 | $1,091,564,056 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 1 | $1,700,902,885 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 319 | $477,693,545 |
| Charitable organizations | 37 | $17,281,761 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 76 | $61,289,724 |
| Other | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 52 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Hoover, AL
- Lindon, UT

### Websites listed on Form ADV (Item 1.I)
- cairnwealthadvisor.com
- eventumwealth.com
- panoramicfunds.com
- panoramicinvesting.com
- symmetrypartners.com
- symmetryria.com
- Facebook @SYMMETRY-PARTNERS-LLC-263008910393693
- Instagram @symmetrypartners
- LinkedIn @symmetry-partners
- X @SYMMPARTNERS
- YouTube @BroadcastSymmetry

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $5,735,000,000 | 80 | August 3, 2021 |
| October 2022 | $6,044,000,000 | 62 | August 16, 2022 |
| October 2023 | $6,510,880,873 | 68 | June 21, 2023 |
| October 2024 | $5,879,425,880 | 66 | August 30, 2024 |
| October 2025 | $5,718,728,103 | 53 | June 11, 2025 |
| October 2026 | $4,730,645,660 | 52 | September 29, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Symmetry Partners (CRD 120982): Form ADV filing data as of October 2026.