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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Symmetry Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Symmetry Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Symmetry Partners?","answer":"Symmetry Partners is owned through a holding company by David Connelly. 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