Symmetry Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Symmetry Partners reports 8,909 clients. They include 7,801 individual clients, 675 high-net-worth individuals, and 319 pension and profit-sharing plans. Of its assets, 100.0% ($4.73B across 11,419 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $25.7M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 29% |
| High-net-worth individuals | 8% | 23% |
| Investment companies | <1% | 36% |
| Pension and profit-sharing plans | 4% | 10% |
| Charitable organizations | <1% | <1% |
| Other client typesCorporations and other businesses; Other | <1% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 7,801 | $1.38B | 29.2% | $177K |
| High-net-worth individuals | 675 | $1.09B | 23.1% | $1.62M |
| Investment companies | 1 | $1.7B | 36.0% | $1.7B |
| Pension and profit-sharing plans | 319 | $478M | 10.1% | $1.5M |
| Charitable organizations | 37 | $17.3M | 0.4% | $467K |
| Corporations and other businesses | 76 | $61.3M | 1.3% | $806K |
| Other | Fewer than 5 | $0 | 0.0% | — |
| Total | 8,909 | $4.73B | 100% | — |
- Clients
- 7,801
- Regulatory AUM
- $1.38B
- AUM share
- 29.2%
- Avg. per client
- $177K
- Clients
- 675
- Regulatory AUM
- $1.09B
- AUM share
- 23.1%
- Avg. per client
- $1.62M
- Clients
- 1
- Regulatory AUM
- $1.7B
- AUM share
- 36.0%
- Avg. per client
- $1.7B
- Clients
- 319
- Regulatory AUM
- $478M
- AUM share
- 10.1%
- Avg. per client
- $1.5M
- Clients
- 37
- Regulatory AUM
- $17.3M
- AUM share
- 0.4%
- Avg. per client
- $467K
- Clients
- 76
- Regulatory AUM
- $61.3M
- AUM share
- 1.3%
- Avg. per client
- $806K
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 8,909
- Regulatory AUM
- $4.73B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Symmetry Partners charges 0.05%–0.35% a year for its Symmetry Axiom Platform Services.
Fee details and sources
Artemys LLC owns 75% or more of Symmetry Partners and is in turn owned by David Connelly (75% or more). David Connelly is CEO; the leadership team includes Chief Operating Officer Christopher Codeanne. It has 52 employees, 5 of them in advisory roles.
Leadership
- David ConnellyManager / Chief Executive Officer
- Christopher CodeanneChief Operating Officer
- Daniel ZapponeCCO
Investment adviser representatives
23 representatives listed in the SEC register as of 9 October 2026.
- Brock Adams
- Paul Michael Bandurski
- Isaac Bartholomew
- Kristi Bartholomew
- Anthony Beaulieu
- Jessica Marie Butler
- Ryan T Cassidy
- Christopher Codeanne
- Cole David Connelly
- David Edward Connelly JR
- Bella Cristovao
- Christopher Bernard Cymbala
- Elisa Maria Francis
- Taylor Rae Glad
- Matthew Thomas Hamel
- Gabe Hathorn
- Geoffrey Scott Johnson
- Brendan Michael McElroy
- Mark D Nelson
- Marcia Andrea Pereira
- Thomas John Romano
- Michael Lawrence Storer
- Tyler Caleb Woodbrey
Staff
- 52 employees
- 5 in advisory functions
- 17 state-registered reps
- 7 broker-dealer reps
- 123 soliciting firms
- Owns 75% or more of Symmetry Partners, LLC.
Artemys LLC
Control person · since December 2025
- Owns 75% or more of Artemys LLC
David Connelly
Control person · since January 2026
Symmetry Partners’ regulatory assets fell from $5.74B (March 2021) to $4.73B (September 2026); clients fell from 13,614 to 8,909 and employees from 80 to 52.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $4.73B | 8,909 | 52 | 4 |
| June 2025 | $5.72B | 10,451 | 53 | 4 |
| July 2024 | $5.88B | 11,453 | 66 | 2 |
| June 2023 | $6.51B | 12,118 | 68 | 2 |
| July 2022 | $6.04B | 13,324 | 62 | 2 |
| March 2021 | $5.74B | 13,614 | 80 | 2 |
Besides its headquarters, Symmetry Partners has 3 offices (1 private residence, listed without an address), with 3 listed addresses in Alabama, Connecticut and Utah.
Alabama · 1 listed address
- 1450 Pavillon Drive, Hoover
Connecticut · 1 listed address
- 151 National Drive, GlastonburyHQ
Utah · 1 listed address
- 387 West 600 North, Lindon
Other business names
Symmetry Partners has reported 3 other business names to the SEC.
- Cairn Wealth Advisors
- Eventum Wealth Management, LLC
- Ivory Wealth Partners
Contact and registration details
- Legal name
- Symmetry Partners, LLC.
- Headquarters
- 151 National Drive, Glastonbury, CT 06033
- Website
- symmetrypartners.com
- Phone
- 860-734-2000
- @symmetry-partners
- SEC file
- 801-61342
- Structure
- Connecticut LLC
- Fiscal year end
- December
Symmetry Partners uses Axos Clearing ($1.58B, 64%) and Charles Schwab ($905M, 36%) as custodians for its separately managed accounts. Symmetry Partners has custody of client assets.
- Axos ClearingAxos Clearing LLC · Centennial, CO · $1.58B64%
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $905M36%
At year end, Symmetry Partners’ separately managed accounts were mostly in stocks (62%) and funds (33%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.96B across 295 positions; the largest are Dimensional ETF Trust (15.2%), iShares TR (7.5%) and Dimensional ETF Trust (6.9%).
What the accounts hold
- Stocks62%
- Exchange-traded equities59%
- Non-exchange-traded equities3%
- Funds33%
- Registered funds32%
- Pooled vehicles1%
- Bonds1%
- Cash4%
Reported 13F holdings
- $1.96B
- Reported 13F value
- 295
- Positions
- 58.3%
- In the 10 largest
- —
- Value vs. prior quarter
- Dimensional ETF Trust · US Cor Equ 2 ETF15.2%
- iShares TR · MSCI USA Mmentm7.5%
- Dimensional ETF Trust · Glob CO Plus ETF6.9%
- Dimensional ETF Trust · Intl Core Equity5.7%
- iShares TR · Core Univrsl Usd5.2%
- American Centy ETF TR · US Sml CP Valu4.2%
- Vanguard Charlotte Fds · Total Int BD ETF3.9%
- Vanguard BD Index Fds · Total Bnd Mrkt3.3%
- Dimensional ETF Trust · Natl Mun BD ETF3.2%
- Dimensional ETF Trust · Emerging Mkts CO3.1%
Together, the ten largest are 58.3% of reported value.
How many clients does Symmetry Partners have?
Symmetry Partners has 8,909 clients and manages $4.73 billion for them, as of September 2026. They include 7,801 individual clients, 675 high-net-worth individuals, and 319 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Symmetry Partners offer?
Symmetry Partners provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Symmetry Partners charge?
Symmetry Partners charges 0.05%–0.35% a year for its Symmetry Axiom Platform Services.
Source: SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23, filed 29 September 2026
Which custodians does Symmetry Partners use?
Symmetry Partners’ separately managed account assets are held at Axos Clearing LLC (Centennial, CO), with $1.58B and Charles Schwab & Co., Inc. (West Lake, TX), with $905M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Symmetry Partners have?
Symmetry Partners has 17 investment adviser representatives registered with state securities authorities, out of 52 employees, and 5 perform investment advisory functions. 7 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 Symmetry Partners invest in?
At the end of its last fiscal year, Symmetry Partners’ separately managed accounts held 59% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Symmetry Partners?
Symmetry Partners is owned through a holding company by David Connelly. Its direct owner is Artemys LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Symmetry Partners get paid?
Symmetry Partners is paid through a percentage of assets under management and other compensation. 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
Is Symmetry Partners registered with the SEC?
Yes, Symmetry Partners has been registered with the SEC as an investment adviser since 26 July 2002. Its CRD number is 120982 and its SEC file number is 801-61342.
Source: Form ADV Part 1A, Item 1, filed 29 September 2026; IAPD firm record
How do I contact Symmetry Partners?
Symmetry Partners’ main office is at 151 National Drive, Glastonbury, CT 06033. Its phone number is 860-734-2000. Its website is symmetrypartners.com.