Symmetry Partners, Llc.
- Regulatory AUM
- $4.7B
- Discretionary
- $4.7B
- Clients
- 8,909
- Avg AUM / client
- $531K
- Accounts
- 11,419
- Employees
- 52
AUM over time
Annual snapshots from Form ADV filings · as of Feb 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7,801 | $1.4B | 29.2% |
| High net worth individuals | 675 | $1.1B | 23.1% |
| Investment companies | 1 | $1.7B | 36.0% |
| Pension and profit sharing plans | 319 | $478M | 10.1% |
| Charitable organizations | 37 | $17.3M | 0.37% |
| Corporations and other businesses | 76 | $61.3M | 1.3% |
| Other | 0 | — | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| Eide Bailly Llp 401(k) Profit Sharing Plan Eide Bailly Llp | 2024 |
People (22)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Edward Connelly | Manager / Chief Executive Officer | Sep 1994 (32y) | ≈ 25% – 56.25% via Strategic Investment Holdings, Llc | |
| Patrick Adam Sweeny | Manager | Sep 1994 (32y) | ≈ 25% – 56.25% via Strategic Investment Holdings, Llc | |
| Christopher Codeanne | Chief Operating Officer | Apr 2024 (2y) | Less than 5% | |
| Zappone, Daniel, John | Cco | Jul 2024 (2y) | Less than 5% | |
| Mark D Nelson | Registered representative | Jan 2005 (22y) | ||
| Thomas John Romano | Registered representative | Mar 2006 (20y) | ||
| Gabe Hathorn | Registered representative | Feb 2007 (19y) | ||
| Michael Lawrence Storer | Registered representative | Nov 2012 (14y) | ||
| Elisa Maria Francis | Registered representative | May 2018 (8y) | ||
| Brock Adams | Registered representative | CFA | Nov 2024 (2y) | |
| Paul Michael Bandurski | Registered representative | CFP | Nov 2024 (2y) | |
| Isaac Bartholomew | Registered representative | Dec 2024 (2y) | ||
| Tyler Caleb Woodbrey | Registered representative | CFP | Jun 2025 (1y) | |
| Taylor Rae Glad | Registered representative | Sep 2025 (1y) | ||
| Brendan Michael Mcelroy | Registered representative | Sep 2025 (1y) | ||
| Christopher Bernard Cymbala | Registered representative | Sep 2025 (1y) | ||
| Kristi Bartholomew | Registered representative | Oct 2025 (1y) | ||
| Matthew Thomas Hamel | Registered representative | Oct 2025 (1y) | ||
| Anthony Beaulieu | Registered representative | Jan 2026 (1y) | ||
| Geoffrey Scott Johnson | Registered representative | Jan 2026 (1y) | ||
| Cole David Connelly | Registered representative | Mar 2026 (0y) | ||
| Marcia Andrea Pereira | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Strategic Investment Holdings, Llc | Owner/Entity | Jan 2019 | A | 50% – 75% |
Undisclosed: 5% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Edward Connelly: 50% – 75% of Strategic Investment Holdings, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Patrick Adam Sweeny: 50% – 75% of Strategic Investment Holdings, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| Eide Bailly Llp 401(k) Profit Sharing Plan | Eide Bailly Llp | 3,154 | $615M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/27/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FEE PAID FOR SUB-ADVISOR SERVICES PROVIDED TO RIA
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Trust Company Of America $2.6B (60% of AUM) Nov 2018
- E*TRADE (Morgan Stanley) $1.9B (32% of AUM) Oct 2021
- Axos Clearing $1.6B (33% of AUM) Feb 2026
- Charles Schwab & Co. $905M (19% of AUM) Feb 2026
- Alerus Financial $719M (13% of AUM) Sep 2025
- Alerus Retirement And Benefits $434M (8% of AUM) Oct 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 27, 2026.
View current Form ADV (SEC/IAPD) ↗