DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Symmetry Partners
Legal name Symmetry Partners, LLC.
Latest filing Feb 27, 2026
First filing on the tape Mar 14, 2012 · 47 filings
SEC status approved since Jul 26, 2002
RAUM
$4.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
52%
$2.5B individuals and HNW
Advisors
22
registered through the firm on IAPD
RAUM per advisor
$215M
derived; firm RAUM over IAPD count
Employees
52
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
47 filings and snapshots on the tape
RAUM$4.7B as of Feb 27, 2026
Mar 14, 2012$3.0B then
HNW client RAUM$1.1B as of Feb 27, 2026
Mar 28, 2018$696M then
State-registered IARs (5.B.3)17 as of Feb 27, 2026
Mar 19, 201320 then
Employees (5.A)52 as of Feb 27, 2026
Mar 19, 201377 then
Private funds: no history
RAUM -17% over the last fiscal year-10% a year over threeIARs 11 to 17
Practice profile
derived from the filing of Feb 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $206MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 369derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $414,278derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 10%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 5.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -17%derivedbetween the last two annual amendments
- Advisor growth, one year
- +55%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -15%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$1.7B36%
- Individuals$1.4B29%
- High-net-worth individuals$1.1B23%
- Pension and profit-sharing plans$478M10%
- Corporations and businesses$61.3M1.3%
- Charitable organizations$17.3M0.4%
- Individual clients
- 7,801reported
- HNW clients
- 675reported
- Pension plan clients
- 319reported
- Charitable clients
- 37reported
- Accounts
- 11,419reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $25.7M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.52 fund_share=0.36 institutional_share=0.1 related_bd=false related_bank=false bd_reps=7.0derived
Advisors registered through the firm
23 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Edward Connelly | Glastonbury, Ct | Dec 1, 1997 | 33 y | 1 |
| Mark D Nelson | Hoover, Al | Jan 3, 2005 | 24 y | 2 |
| Thomas John Romano | Glastonbury, Ct | Mar 24, 2006 | 22 y | 0 |
| Gabe Hathorn | Glastonbury, Ct | Feb 19, 2007 | 20 y | 0 |
| Michael Lawrence Storer | Glastonbury, Ct | Nov 27, 2012 | 23 y | 3 |
| Elisa Maria Francis | Glastonbury, Ct | May 15, 2018 | 29 y | 2 |
| Paul Michael BandurskiCertified Financial Planner | Glastonbury, Ct | Nov 29, 2024 | 26 y | 4 |
| Brock AdamsChartered Financial Analyst | Glastonbury, Ct | Nov 29, 2024 | 12 y | 4 |
| Isaac Bartholomew | Glastonbury, Ct | Dec 7, 2024 | 11 y | 0 |
| Christopher Codeanne | Glastonbury, Ct | Dec 13, 2024 | 12 y | 0 |
| Tyler Caleb WoodbreyCertified Financial Planner | Glastonbury, Ct | Jun 16, 2025 | 13 y | 1 |
| Taylor Rae Glad | Glastonbury, Ct | Sep 9, 2025 | 10 y | 2 |
| Brendan Michael Mcelroy | Holiday, Fl | Sep 11, 2025 | 10 y | 2 |
| Christopher Bernard Cymbala | Glastonbury, Ct | Sep 16, 2025 | 24 y | 6 |
| Kristi Bartholomew | Glastonbury, Ct | Oct 14, 2025 | 14 y | 3 |
| Matthew Thomas Hamel | Glastonbury, Ct | Oct 20, 2025 | 28 y | 1 |
| Anthony Beaulieu | Glastonbury, Ct | Jan 16, 2026 | 10 y | 0 |
| Geoffrey Scott Johnson | Glastonbury, Ct | Jan 30, 2026 | 24 y | 10 |
| Cole David Connelly | Glastonbury, Ct | Mar 21, 2026 | 10 y | 0 |
| Marcia Andrea Pereira | Watertown, Ct | Apr 21, 2026 | 20 y | 1 |
| Ryan T Cassidy | Pflugerville, Tx | Jul 30, 2026 | 15 y | 1 |
| Jessica Butler Butler | Glastonbury, Ct | Aug 19, 2026 | 18 y | 4 |
| Bella CristovaoChartered Financial Analyst | Glastonbury, Ct | Sep 14, 2026 | 18 y | 0 |
Advisor movement
1 left, 6 joined in 12 months
net +5 in 12 months0 left in 90 days2 joined in 90 daysdeparture rate 4.5% of current headcount5 left over 36 months
Left, latest
- Thomas Desiderio to Clinton Investment Management, LLCDec 8, 2025 · RIA to RIA
- George Thomas Pate to Alphastar Capital ManagementJun 27, 2025 · Other
- Patrick Adam Sweeny to Apella WealthJan 10, 2025 · Other
- Jason Kirk Gentile to Apella WealthJan 8, 2025 · Other
- William W Perham to LPL Enterprise, LLCDec 9, 2024 · RIA to a newly registered adviser
- Curtis Dean Cone to Alphastar Capital ManagementApr 12, 2023 · Other
- James Jorge Martin Tavares to Missionsquare RetirementFeb 2, 2023 · Other
- Anthony John Delmastro to Envestnet PmcJun 10, 2022 · RIA to RIA
- Matthew Benjamin Terry to Horizon Investments LLCJun 11, 2021 · Other
- Paul David Abdenour to Elevation Point Wealth Partners, LLCJun 11, 2021 · RIA to RIA
- Christian M Oconnor to Horizon Investments LLCJun 11, 2021 · Other
- Dana Marie D'Auria to Envestnet PmcSep 24, 2020 · RIA to RIA
- Antonio Thomas Giuliani to Morgan StanleyMay 28, 2020 · RIA to wirehouse
- Robert G Matala to Raymond James Financial Services Advisors, IncJan 31, 2020 · RIA to affiliated broker-dealer or bank
- Brannon Charles Ozark to Fidelity Personal And Workplace AdvisorsJul 1, 2019 · RIA to affiliated broker-dealer or bank
Joined, latest
- Jessica Butler Butler from Virtus Investment Advisers, LLCAug 19, 2026 · Other
- Ryan T Cassidy from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 30, 2026 · Wirehouse to independent RIA
- Marcia Andrea Pereira from Virtus Investment Advisers, LLCApr 21, 2026 · Other
- Geoffrey Scott Johnson from Usi AdvisorsJan 30, 2026 · Other
- Matthew Thomas Hamel from Capital Wealth Planning, LLCOct 20, 2025 · RIA to RIA
- Kristi Bartholomew from Iams Wealth Management, LLCOct 14, 2025 · RIA to RIA
- Christopher Bernard Cymbala from International Assets Investment Management, LLCSep 16, 2025 · Affiliated broker-dealer or bank to independent RIA
- Brendan Michael Mcelroy from Morgan StanleySep 11, 2025 · Wirehouse to independent RIA
- Taylor Rae Glad from Morgan StanleySep 9, 2025 · Wirehouse to independent RIA
- Tyler Caleb Woodbrey from Iams Wealth Management, LLCJun 16, 2025 · RIA to RIA
- Thomas Desiderio from American Beacon Advisors, Inc.Jun 16, 2025 · Other
- Brock Adams from Morgan StanleyNov 29, 2024 · Wirehouse to independent RIA
- Paul Michael Bandurski from Fidelity Personal And Workplace AdvisorsNov 29, 2024 · Affiliated broker-dealer or bank to independent RIA
- Brannon Charles Ozark from Apella WealthSep 6, 2018 · RIA to RIA
- Elisa Maria Francis from Ast Investment Services, Inc.May 15, 2018 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Apella WealthJan 8, 2025 · Glastonbury, Ct
- 6 left for Apella WealthFeb 5, 2019 · Glastonbury, Ct
- 2 joined from Morgan StanleySep 8, 2025 · Tampa, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christopher Codeanne · Chief Operating Officercontrolsince 04/2024 · owns less than 5%
- Edward David Connelly · Manager / Chief Executive Officercontrolsince 09/1994 · owns less than 5%
- Adam Patrick Sweeny · Managercontrolsince 09/1994 · owns less than 5%
- Edward David Connelly · Manager / Membercontrolsince 01/2019 · owns 50% to 75% of Strategic Investment Holdings, LLC
- Adam Patrick Sweeny · Manager / Membercontrolsince 01/2019 · owns 50% to 75% of Strategic Investment Holdings, LLC
- John Daniel Zappone · Ccosince 07/2024 · owns less than 5%
Entity owners
- Artemys LLC · Owner/Entitydirect · owns 75% or more
- Strategic Investment Holdings, LLC · Owner/Entitydirect · owns 50% to 75%
Related persons
Schedule D 7.A
- Apella Wealthinvestment advisernRAUM $11B
Advisers that list Symmetry Partners as a related person
- 171106 n
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Glastonbury, Ct · principal | 22 | 9 | 1 | ||
| Ayden, Nc | 0 | 0 | 0 | ||
| Glastonbury, Ct, Ct | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Hoover, AL1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- new owner headcount expandsCombination · filing Feb 27, 2026ARTEMYS LLC joined Schedule A on the filing of 2026-02-27; advisors 11.0 to 17.0 between the annual amendments of 2025-03-28 and 2026-02-27peers: independent wealth managers, $1B to $5B (1,360)
- advisor count surgeChange between filings · filing Feb 27, 2026advisory representatives (Item 5.B.3) moved from 11.0 to 17.0 (+55.0%) between the annual amendments of 2025-03-28 and 2026-02-27; the peer median change was 0.0% (999 comparable advisers, 96.0th percentile of changes)peers: independent wealth managers, $1B to $5B (999) · 96% percentile
- business activity changedChange between filings · filing Feb 27, 2026selection of other advisers (Item 5.G.7): no on the filing of 2025-09-08, yes on the filing of 2026-02-27peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Feb 27, 2026SWEENY, PATRICK, ADAM (MANAGER) left Schedule A between the filings of 2024-08-30 and 2026-02-27peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 13,224 to 11,419Sep 8, 2025 to Feb 27, 2026
- Advisory employees · 3 to 5Sep 8, 2025 to Feb 27, 2026
- Advisory activities · 4 to 5Sep 8, 2025 to Feb 27, 2026
- BD registered reps · 6 to 7Sep 8, 2025 to Feb 27, 2026
- Charity clients · 34 to 37Sep 8, 2025 to Feb 27, 2026
- Corporate clients · 91 to 76Sep 8, 2025 to Feb 27, 2026
- HNW clients · 858 to 675Sep 8, 2025 to Feb 27, 2026
- Individual clients · 9,060 to 7,801Sep 8, 2025 to Feb 27, 2026
- Pension plan clients · 407 to 319Sep 8, 2025 to Feb 27, 2026
- Employees · 53 to 52Sep 8, 2025 to Feb 27, 2026
- Insurance-licensed employees · 0 to 2Sep 8, 2025 to Feb 27, 2026
- Financial planning clients · 11-25 to 1-10Sep 8, 2025 to Feb 27, 2026
- State-registered IARs · 11 to 17Sep 8, 2025 to Feb 27, 2026
- Discretionary RAUM · $5.7B to $4.7BSep 8, 2025 to Feb 27, 2026
- HNW RAUM · $1.6B to $1.1BSep 8, 2025 to Feb 27, 2026
- Individual RAUM · $1.6B to $1.4BSep 8, 2025 to Feb 27, 2026
- Pension RAUM · $784M to $478MSep 8, 2025 to Feb 27, 2026
- RAUM · $5.7B to $4.7BSep 8, 2025 to Feb 27, 2026
- Wrap assets (manager) · $24.7M to $25.7MSep 8, 2025 to Feb 27, 2026
- Financial planning clients · 11-25 to 11-25Mar 28, 2025 to Jun 11, 2025
- Accounts · 13,776 to 13,224Aug 30, 2024 to Mar 28, 2025
- Advisory employees · 5 to 3Aug 30, 2024 to Mar 28, 2025
- BD registered reps · 8 to 6Aug 30, 2024 to Mar 28, 2025
- Charity clients · 24 to 34Aug 30, 2024 to Mar 28, 2025
- Corporate clients · 57 to 91Aug 30, 2024 to Mar 28, 2025
- HNW clients · 326 to 858Aug 30, 2024 to Mar 28, 2025
- Individual clients · 10,642 to 9,060Aug 30, 2024 to Mar 28, 2025
- Pension plan clients · 403 to 407Aug 30, 2024 to Mar 28, 2025
- Employees · 66 to 53Aug 30, 2024 to Mar 28, 2025
- State-registered IARs · 15 to 11Aug 30, 2024 to Mar 28, 2025
- Other offices · 1 to 3Aug 30, 2024 to Mar 28, 2025
- Discretionary RAUM · $5.9B to $5.7BAug 30, 2024 to Mar 28, 2025
- HNW RAUM · $1.1B to $1.6BAug 30, 2024 to Mar 28, 2025
- Individual RAUM · $2.1B to $1.6BAug 30, 2024 to Mar 28, 2025
- Pension RAUM · $701M to $784MAug 30, 2024 to Mar 28, 2025
- RAUM · $5.9B to $5.7BAug 30, 2024 to Mar 28, 2025
- Wrap assets (manager) · $33.0M to $24.7MAug 30, 2024 to Mar 28, 2025
- Accounts · 14,653 to 13,776Nov 28, 2023 to Mar 28, 2024
- Advisory employees · 6 to 5Nov 28, 2023 to Mar 28, 2024
- BD registered reps · 9 to 8Nov 28, 2023 to Mar 28, 2024
Signals
13 dated events
- Bella Cristovao registered as an investment adviser representative at Symmetry PartnersSep 14, 2026 · Advisor registered · fact
- Thomas Desiderio left Symmetry Partners for Clinton Investment Management, Llc (registered 2025-12-10)Dec 8, 2025 · Advisor changed firm · fact
- 2 advisors left Morgan Stanley (Tampa, FL) for Symmetry Partners within 3 daysSep 8, 2025 · Team lift-out · derived
- George Thomas Pate left Symmetry Partners for Alphastar Capital Management (registered 2017-07-01)Jun 27, 2025 · Advisor changed firm · fact
- Patrick Adam Sweeny left Symmetry Partners for Apella Wealth (registered 2014-05-16)Jan 10, 2025 · Advisor changed firm · fact
- Jason Kirk Gentile left Symmetry Partners for Apella Wealth (registered 2014-05-16)Jan 8, 2025 · Advisor changed firm · fact
- 2 advisors left Symmetry Partners (Glastonbury, CT) for Apella Wealth within 2 daysJan 8, 2025 · Team lift-out · derived
- William W Perham left Symmetry Partners for Lpl Enterprise, Llc (registered 2025-03-20)Dec 9, 2024 · Advisor changed firm · fact
- Robert Martin (President) no longer on Schedule A of Symmetry Partners (listed 2023-03-29, absent 2023-06-21)Jun 21, 2023 · Control person left · inference
- Curtis Dean Cone left Symmetry Partners for Alphastar Capital Management (registered 2017-07-10)Apr 12, 2023 · Advisor changed firm · fact
- James Jorge Martin Tavares left Symmetry Partners for Missionsquare Retirement (registered 2023-10-13)Feb 2, 2023 · Advisor changed firm · fact
- Robert Martin (President) appeared on Schedule A of Symmetry PartnersAug 16, 2022 · Control person joined · fact
- Anthony John Delmastro left Symmetry Partners for Envestnet Pmc (registered 2022-11-04)Jun 10, 2022 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 484-243-0999reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/symmetry-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- eventumwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 860-734-2000reportedpublic record, Form ADV, Feb 27, 2026
- Contact form
- eventumwealth.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $215Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026