Simetria Advisory Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Simetria Advisory Group reports 417 clients. They include 353 individual clients, 44 corporations and other businesses, and 20 high-net-worth individuals. Of its assets, 97.2% ($196M across 415 accounts) are managed with discretion; $5.6M across 2 accounts are not. Of its clients, 95% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 32% |
| High-net-worth individuals | 5% | 16% |
| Corporations and other businesses | 11% | 52% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 353 | $64.7M | 32.1% | $183K |
| High-net-worth individuals | 20 | $31.8M | 15.8% | $1.59M |
| Corporations and other businesses | 44 | $105M | 52.1% | $2.39M |
| Total | 417 | $202M | 100% | $484K |
- Clients
- 353
- Regulatory AUM
- $64.7M
- AUM share
- 32.1%
- Avg. per client
- $183K
- Clients
- 20
- Regulatory AUM
- $31.8M
- AUM share
- 15.8%
- Avg. per client
- $1.59M
- Clients
- 44
- Regulatory AUM
- $105M
- AUM share
- 52.1%
- Avg. per client
- $2.39M
Total
- Clients
- 417
- Regulatory AUM
- $202M
- AUM share
- 100%
- Avg. per client
- $484K
- Clients outside the U.S.
- 95%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Simetria Advisory Group is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Brasil Plural Holdings LLC owns 75% or more of Simetria Advisory Group and is in turn owned by Manuel Monteiro D.fernandes Fer. (75% or more). The leadership team of Simetria Advisory Group includes Chief Compliance Officer Victor Mecozzi. It has 14 employees.
Leadership
- Victor MecozziChief Compliance Officer
- Eraldo De Paola NetoChief Executivve Officer
Investment adviser representatives
13 representatives listed in the SEC register as of 9 October 2026.
- Antonio Andrade
- Luis Guilherme Apelfeld
- Renato Bucholtz
- Eric Carrieri Taylor
- Diogo Cavalcanti
- Priscilla Chor Goldenstein
- Joao Renato Lacerda Corbellini
- Eraldo De Paola Neto
- Victor Luiz Mecozzi
- Marco Antonio Oliveira Muricy
- Lauro Akira Neuppmann Takata
- Lorenzo Pereira Weber
- Fabio Kauss Ramalho
Staff
- 14 employees
- 14 in advisory functions
- 12 state-registered reps
- 5 broker-dealer reps
- 3 soliciting firms
- Owns 75% or more of Simetria Advisory Group LLC
Brasil Plural Holdings LLC
Control person · since May 2017
- Owns 75% or more of Brasil Plural Holdings LLC
Manuel Monteiro D.fernandes Fer.
Control person · since May 2019
- Owns 10% to 25% of Simetria Advisory Group LLC
Eraldo De Paola Neto
Control person · since October 2023
- Owns 10% to 25% of Simetria Advisory Group LLC
Victor Mecozzi
Control person · since October 2023
Besides its headquarters, Simetria Advisory Group has 2 offices, with 3 listed addresses in Florida and New York.
Florida · 2 listed addresses
- 2601 S. Bayshore Drive, Suite 1200, MiamiHQ
- 601 Brickell Key DR, Miami
New York · 1 listed address
- 950 Third Avenue, New York
Other business names
Simetria Advisory Group has reported 1 other business name to the SEC.
- Plural Advisors
Contact and registration details
- Legal name
- Simetria Advisory Group LLC
- Headquarters
- 2601 S. Bayshore Drive, Suite 1200, Miami, FL 33133
- Website
- Not reported
- Phone
- 305-860-0770
- SEC file
- 801-134618
- Structure
- Delaware LLC
- Fiscal year end
- December
Simetria Advisory Group uses Interactive Brokers ($168M, 84%), Safra Securities ($13.3M, 7%) and Charles Schwab ($8.66M, 4%), among others, as custodians for its separately managed accounts. Simetria Advisory Group does not have custody of client assets.
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $168M84%
- Safra SecuritiesSafra Securities LLC · New York, NY · $13.3M7%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $8.66M4%
- UBS Financial ServicesUBS Financial Services Inc. · Weehawken, NJ · $7.58M4%
- Avenue SecuritiesAvenue Securities LLC · Miami, FL · $3.6M2%
At year end, Simetria Advisory Group’s separately managed accounts were mostly in stocks (63%) and bonds (24%).
What the accounts hold
- Stocks63%
- Bonds24%
- U.S. government and agency bonds12%
- Investment grade corporate bonds10%
- Sovereign bonds2%
- Cash8%
- Other4%
- Alternative investments such as private credit, hedge funds, and private equity4%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Simetria Advisory Group have?
Simetria Advisory Group has 417 clients and manages $202 million for them, as of September 2026. They include 353 individual clients, 44 corporations and other businesses, and 20 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026
What services does Simetria Advisory Group offer?
Simetria Advisory Group provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Simetria Advisory Group use?
Simetria Advisory Group’s separately managed account assets are held at Interactive Brokers LLC (Greenwich, CT), with $168M, Safra Securities LLC (New York, NY), with $13.3M, Charles Schwab & Co., Inc. (Westlake, TX), with $8.66M, UBS Financial Services Inc. (Weehawken, NJ), with $7.58M and Avenue Securities LLC (Miami, FL), with $3.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 September 2026
How many financial advisors does Simetria Advisory Group have?
Simetria Advisory Group has 12 investment adviser representatives registered with state securities authorities, out of 14 employees, and 14 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Simetria Advisory Group invest in?
At the end of its last fiscal year, Simetria Advisory Group’s separately managed accounts held 63% exchange-traded equities, 12% U.S. government and agency bonds, 10% investment grade corporate bonds, 8% cash and equivalents, 4% other and 2% sovereign bonds. The 4% other category is described as: Alternative Investments Such As Private Credit, Hedge Funds, and Private Equity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Simetria Advisory Group?
Simetria Advisory Group is owned through a holding company by Manuel Monteiro D.fernandes Fer. Its direct owners are Brasil Plural Holdings LLC (75% or more), Eraldo De Paola Neto (10% to 25%) and Victor Mecozzi (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 September 2026
How does Simetria Advisory Group get paid?
Simetria Advisory Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Simetria Advisory Group?
Simetria Advisory Group’s main office is at 2601 S. Bayshore Drive, Suite 1200, Miami, FL 33133. Its phone number is 305-860-0770.