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FINANCIAL SYMMETRY INCORPORATED, CRD 118443
RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL BARRY EKLUND | Certified Financial Planner | RALEIGH, NC | 13 | 23 | n/a | no |
| CAMERON HILL HENDRICKS | Certified Financial Planner | RALEIGH, NC | 11 | 11 | n/a | no |
| GRACE ROOTH KVANTAS | Certified Financial Planner | RALEIGH, NC | 10 | 10 | n/a | no |
| WILLIAM ALEXANDER RAMSAY | Certified Financial Planner | RALEIGH, NC | 9 | 41 | n/a | no |
| WILLIAM DOUGLAS HOLT | Certified Financial Planner | RALEIGH, NC | 9 | 26 | 1 | no |
| MICHEAL C SMITH | Certified Financial Planner | RALEIGH, NC | 9 | 23 | 1 | no |
| ALLISON MARIE BERGER | Certified Financial Planner | RALEIGH, NC | 9 | 21 | 1 | no |
| Grayson Edward Blazek | Certified Financial Planner | RALEIGH, NC | 9 | 13 | n/a | no |
| Haley Jo Modlin | Certified Financial Planner | RALEIGH, NC | 6 | 12 | n/a | no |
| Darian Chantel Billingsley | Certified Financial Planner | RALEIGH, NC | 6 | 10 | n/a | no |
| Colton Morgan Tickle | n/a | RALEIGH, NC | 6 | 10 | n/a | no |
| CHRISTIAN Aurelio POLANCO | Certified Financial Planner | RALEIGH, NC | 4 | 16 | n/a | no |
| Garrick Michael King | Certified Financial Planner | RALEIGH, NC | 4 | 12 | n/a | no |
| Niamh Douglas | Certified Financial Planner | RALEIGH, NC | 2 | 10 | n/a | no |
| Jade Michael Brookreson | n/a | RALEIGH, NC | 2 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERGER, ALLISON, MARIE | Principal | B | yes | 01/2008 | May 27, 2026 | May 27, 2026 |
| Blazek, Grayson, Edward | Principal | Na | yes | 01/2020 | May 27, 2026 | May 27, 2026 |
| EKLUND, MICHAEL, BARRY | Principal | B | yes | 03/2015 | May 27, 2026 | May 27, 2026 |
| GUDAC, HEATHER, SUE | SECRETARY, COO | Na | yes | 04/2014 | May 27, 2026 | May 27, 2026 |
| HENDRICKS, CAMERON, HILL | Principal | A | yes | 04/2016 | May 27, 2026 | May 27, 2026 |
| HOLT, WILLIAM, DOUGLAS | Principal | B | yes | 11/2009 | May 27, 2026 | May 27, 2026 |
| KVANTAS, GRACE, ROOTH | Principal | Na | yes | 01/2019 | May 27, 2026 | May 27, 2026 |
| Modlin, Haley, Jo | Principal | Na | yes | 01/2022 | May 27, 2026 | May 27, 2026 |
| RAMSAY, WILLIAM, ALEXANDER | PRESIDENT- CHIEF COMPLIANCE OFFICER | B | yes | 06/2001 | May 27, 2026 | May 27, 2026 |
| SMITH, MICHEAL, C | Principal | B | yes | 04/2006 | May 27, 2026 | May 27, 2026 |
| Billingsley, Darian, Chantel | Principal | Na | no | 03/2023 | May 27, 2026 | May 27, 2026 |
| Douglas, Niamh | Principal | Na | no | 01/2026 | May 27, 2026 | May 27, 2026 |
| Keel, Meredith | Principal | Na | no | 01/2026 | May 27, 2026 | May 27, 2026 |
| Keeley-White, Angela, Rose | Principal | Na | no | 03/2023 | May 27, 2026 | May 27, 2026 |
| King, Garrick, Michael | Principal | Na | no | 01/2026 | May 27, 2026 | May 27, 2026 |
| Morats, Richelle | Principal | Na | no | 01/2026 | May 27, 2026 | May 27, 2026 |
| POLANCO, CHRISTIAN, Aurelio | Principal | Na | no | 01/2026 | May 27, 2026 | May 27, 2026 |
| Tickle, Colton, Morgan | Principal | Na | no | 03/2023 | May 27, 2026 | May 27, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 29, 2026 | $1.5B | $949M | 35 | 15 | 0 | n/a | n/a |
| 2024 | Mar 28, 2025 | $1.2B | $707M | 33 | 15 | 0 | n/a | n/a |
| 2023 | Mar 25, 2024 | $1.0B | $563M | 29 | 13 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $808M | $429M | 27 | 12 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $813M | $381M | 26 | 12 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $665M | $284M | 24 | 11 | 0 | n/a | n/a |
| 2019 | Apr 1, 2020 | $478M | $174M | 17 | 10 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $414M | $6.7M | 14 | 8 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $359M | $6.0M | 14 | 8 | 0 | n/a | n/a |
| 2016 | Mar 14, 2017 | $290M | $1.6M | 11 | 8 | n/a | n/a | n/a |
| 2015 | Mar 21, 2016 | $228M | $0 | 10 | 7 | n/a | n/a | n/a |
| 2014 | Apr 1, 2015 | $226M | $0 | 10 | 5 | n/a | n/a | n/a |
| 2013 | Mar 14, 2014 | $187M | $0 | 5 | 5 | n/a | n/a | n/a |
| 2012 | Feb 15, 2013 | $150M | $0 | 4 | 4 | n/a | n/a | n/a |
| 2011 | Mar 21, 2012 | $137M | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.2B | 27.3% | $808M | 24.0% | 35 | 33 | 0 | 0 |