# Symphony Financial, Ltd. Co.

> Symphony Financial, Ltd. Co. is an SEC-registered investment advisory firm in Houston, TX, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 171816
- Filed as: SYMPHONY FINANCIAL, LTD. CO.
- Also doing business as: ACROPOLIS CAPITAL PARTNERS, APEX WEALTH & RISK MANAGEMENT, ARS PRIVATE WEALTH, AVIATION RETIREMENT STRATEGIES, BOLLICH & BURGOYNE, DOGWOOD CAPITAL ADVISORS, INSIGHT WEALTH MANAGEMENT, SHANK WEALTH MANAGEMENT, THE GREENSAGE GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171816
- AdvisorCensus page: https://advisorcensus.com/firm/symphony-financial-ltd-co-houston-tx-171816

## Quick answers

**How is Symphony Financial, Ltd. Co. compensated?**
On its Form ADV (Item 5.E, October 2026), Symphony Financial, Ltd. Co. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Symphony Financial, Ltd. Co. charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Flat fee: $1,000 (financial planning, consulting or MFO services under a stand-alone…); Hourly rate: $450 an hour (financial planning, consulting or MFO services under a stand-alone…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Symphony Financial, Ltd. Co. located?**
Symphony Financial, Ltd. Co.'s principal office is in Houston, TX, according to its Form ADV; the September 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is Symphony Financial, Ltd. Co. registered with the SEC or a state?**
Symphony Financial, Ltd. Co. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 171816.

**How much does Symphony Financial, Ltd. Co. manage?**
Symphony Financial, Ltd. Co. reports $1,354,847,217 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

**How have Symphony Financial, Ltd. Co.'s assets and staff changed since 2021?**
In the Form ADV data for Symphony Financial, Ltd. Co.: Regulatory assets under management: $453,000,800 in the October 2021 data and $1,354,847,217 in the October 2026 data, up 199%. Total employees: 28 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Symphony Financial, Ltd. Co. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,987); high net worth individuals (836); corporations or other businesses not listed above (21).

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

**Does Symphony Financial, Ltd. Co. 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/171816

**What changed in Symphony Financial, Ltd. Co.'s recent Form ADV filings?**
In the September 2026 filing data: Added an office in Lansdale, PA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Flat fee: $1,000 (financial planning, consulting or MFO services under a stand-alone…)

> Symphony charges a fixed and/or hourly fee for providing financial planning, consulting or MFO services under a stand-alone engagement. These fees are negotiable, depending upon the scope and complexity of the services, and the professional rendering the financial planning and/or consulting services. Fees generally start at $1000 fixed or $450 on an hourly basis.

- Hourly rate: $450 an hour (financial planning, consulting or MFO services under a stand-alone…)

> Symphony charges a fixed and/or hourly fee for providing financial planning, consulting or MFO services under a stand-alone engagement. These fees are negotiable, depending upon the scope and complexity of the services, and the professional rendering the financial planning and/or consulting services. Fees generally start at $1000 fixed or $450 on an hourly basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

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: $1,354,847,217
- Discretionary: $1,354,847,217
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,987 | $290,230,095 |
| High net worth individuals | 836 | $1,021,356,527 |
| 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) | Fewer than 5 | $660,303 |
| Charitable organizations | 6 | $5,343,034 |
| 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 | 21 | $37,257,258 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 26 total, 23 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, GA, HI, IL, LA, MD, MN, MO, NC, NJ, NM, NV, OH, OR, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- El Paso, TX
- Houston, TX
- Kingwood, TX
- Lansdale, PA
- Tomball, TX

### Websites listed on Form ADV (Item 1.I)
- acropoliscp.com
- apexrm.com
- arsprivatewealth.com
- bollichwm.com
- dogwoodca.com
- insightwealthmgmt.com
- pilotmoney.com
- shankwm.com
- thegreensagegroup.com
- Facebook @Dogwoodca
- Facebook @PilotMoney
- Facebook @SymphonyFinancialLtdCo
- Facebook @The-Greensage-Group
- Facebook @shankwm
- LinkedIn @acropolis-capital-partners
- LinkedIn @dogwood-capital-advisors
- LinkedIn @shank-wealth-management
- LinkedIn @carrburgoyne
- LinkedIn @dennisrgreensage
- LinkedIn @michelle-roberts-jd-crpc
- LinkedIn @pilotmoney
- LinkedIn @tad-boyd-cfp-texas
- X @4sym
- X @AcropolisCP
- X @i
- X @shankwm
- YouTube @AcropolisCP
- YouTube @UC08SlWnfxaksMlW0Mgc-f_w
- YouTube @UCcU6JcwMQrvHAFcOs0D4CJA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $453,000,800 | 28 | March 17, 2021 |
| October 2022 | $565,442,438 | 29 | September 7, 2022 |
| October 2023 | $616,419,585 | 34 | August 30, 2023 |
| October 2024 | $860,973,427 | 34 | August 27, 2024 |
| October 2025 | $1,093,185,695 | 36 | March 27, 2025 |
| October 2026 | $1,354,847,217 | 26 | August 24, 2026 |

Regulatory assets under management: $453,000,800 in the October 2021 data and $1,354,847,217 in the October 2026 data, up 199%.
Total employees: 28 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Lansdale, PA.

### April 2026
- Regulatory assets under management went from $1,093,185,695 to $1,354,847,217 (+24%).
- No longer lists an office in Houston, TX.

### February 2026
- Registered or notice-filed in NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Symphony Financial, Ltd. Co. (CRD 171816): Form ADV filing data as of October 2026.