{"url":"https://nivawealth.com/firms/simetria-advisory-group-288563","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/288563","regulatoryAum":201621881,"crd":"288563","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7385231","suffix":null,"lastName":"ANDRADE","firstName":"ANTONIO","middleName":null},{"crd":"7517292","suffix":null,"lastName":"APELFELD","firstName":"LUIS","middleName":"GUILHERME"},{"crd":"5349387","suffix":null,"lastName":"BUCHOLTZ","firstName":"RENATO","middleName":null},{"crd":"7617665","suffix":null,"lastName":"CARRIERI TAYLOR","firstName":"ERIC","middleName":null},{"crd":"5510643","suffix":null,"lastName":"CAVALCANTI","firstName":"DIOGO","middleName":null},{"crd":"7146090","suffix":null,"lastName":"Chor Goldenstein","firstName":"Priscilla","middleName":null},{"crd":"7715486","suffix":null,"lastName":"Corbellini","firstName":"Joao Renato","middleName":"Lacerda"},{"crd":"6626480","suffix":null,"lastName":"De Paola Neto","firstName":"Eraldo","middleName":null},{"crd":"6266181","suffix":null,"lastName":"Mecozzi","firstName":"Victor","middleName":"Luiz"},{"crd":"7053078","suffix":null,"lastName":"MURICY","firstName":"MARCO","middleName":"ANTONIO OLIVEIRA"},{"crd":"6632960","suffix":null,"lastName":"Neuppmann Takata","firstName":"Lauro Akira","middleName":null},{"crd":"8246662","suffix":null,"lastName":"Pereira Weber","firstName":"Lorenzo","middleName":null},{"crd":"4885967","suffix":null,"lastName":"RAMALHO","firstName":"FABIO","middleName":"KAUSS"}],"total":13,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134618","legalName":"Simetria Advisory Group LLC","displayName":"Simetria Advisory Group","slug":"simetria-advisory-group-288563","website":null,"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_asset_manager","typeLabel":"Asset manager","feeDisclosure":"payment_only"},"founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"2601 S. Bayshore Drive, Suite 1200","city":"Miami","state":"FL","stateName":"Florida","country":"United States","postalCode":"33133"},"tradeNames":["Plural Advisors"],"registration":{"secApproved":"18 November 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":258800.43163538873,"staff":{"employees":14,"advisory":14,"brokerDealerReps":5,"insuranceAgents":0,"promoters":3},"aum":{"regulatory":201621881,"discretionary":196021881,"discretionaryAccounts":415,"nonDiscretionary":5600000,"nonDiscretionaryAccounts":2,"wrapProgram":null,"nonUsClientsPct":95,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":353,"regulatoryAum":64687130},{"label":"High-net-worth individuals","clients":20,"regulatoryAum":31845431},{"label":"Corporations and other businesses","clients":44,"regulatoryAum":105089320}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Interactive Brokers LLC","shortName":"Interactive Brokers","location":"Greenwich, CT","smaAssets":168448789},{"name":"Safra Securities LLC","shortName":"Safra Securities","location":"New York, NY","smaAssets":13278594},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":8655507},{"name":"UBS Financial Services Inc.","shortName":"UBS Financial Services","location":"Weehawken, NJ","smaAssets":7582116},{"name":"Avenue Securities LLC","shortName":"Avenue Securities","location":"Miami, FL","smaAssets":3600000}],"custodyNote":"Simetria Advisory Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Victor Mecozzi","title":"Chief Compliance Officer","crd":"6266181"},{"name":"Eraldo De Paola Neto","title":"Chief Executivve Officer","crd":"6626480"}],"ownership":[{"label":"Brasil Plural Holdings LLC","detail":"Member in the 75% or more ownership band and a control person, since May 2017."},{"label":"Eraldo De Paola Neto","detail":"Chief executivve officer in the 10% to 25% ownership band and a control person, since October 2023."},{"label":"Victor Mecozzi","detail":"Chief compliance officer in the 10% to 25% ownership band and a control person, since October 2023."},{"label":"Manuel Monteiro D.fernandes Fer.","detail":"Indirect owner: a member of Brasil Plural Holdings LLC in the 75% or more band and a control person, since May 2019.","parent":"Brasil Plural Holdings LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":2,"addresses":[{"street":"2601 S. Bayshore Drive, Suite 1200","city":"Miami","headquarters":true},{"street":"601 Brickell Key DR","city":"Miami"}]},{"state":"New York","offices":1,"addresses":[{"street":"950 Third Avenue","city":"New York"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"305-860-0770","stateRegisteredReps":12,"otherAdviserReps":5,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":63},{"label":"U.S. government/agency bonds","percent":12},{"label":"Sovereign bonds","percent":2},{"label":"Investment grade corporate bonds","percent":10},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":4,"detail":"Alternative Investments Such As Private Credit, Hedge Funds, and Private Equity"}],"privateFunds":0},"sources":{"adv1FilingDate":"30 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/288563/PDF/288563.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Simetria Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Simetria Advisory Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Simetria Advisory Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Simetria Advisory Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Simetria Advisory Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Simetria Advisory Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Simetria Advisory Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Simetria Advisory Group?","answer":"Simetria Advisory Group’s main office is at 2601 S. Bayshore Drive, Suite 1200, Miami, FL 33133. Its phone number is 305-860-0770.","source":"Form ADV Part 1A, Item 1.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}