Simetria Advisory Group LLC: new SEC registration, $202M AUM, Miami, FL
Simetria Advisory Group LLC (Miami, Florida): new SEC registration, $202M AUM, Miami, FL. Its amount of 202 is above the median of 134 (68th percentile). Dated 352 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 202 · 68th percentile of 1,149 NewRiaPulse records · 1.5x the median
Free preview: all 10 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Simetria Advisory Group LLC |
| Legal name | Simetria Advisory Group LLC |
| CRD | 288563 |
| Status | Approved |
| Registered with the SEC | 2025-11-18 |
| Latest Form ADV filing | 2026-09-30 |
| Location | Miami, FL, United States |
| Regulatory AUM | $201,621,881 |
| Accounts | 417 |
| Employees | 14 |
| amount percentile | 68th of 1,149 (median 134, 1.5x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-18
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Simetria Advisory Group LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Simetria Advisory Group LLC's amount: 68th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- $202M under management.
What is the NewRiaPulse record for Simetria Advisory Group LLC in Miami, Florida?
Simetria Advisory Group LLC received SEC registration as an investment adviser (2025-11-18) with $201,621,881 in regulatory assets under management, based in Miami, FL.
How does Simetria Advisory Group LLC compare to other Florida NewRiaPulse records?
Its amount of 202 sits in the upper half (68th percentile) of 1,149 records; the median is 134. It is 352 days old; check the official source for later updates before acting.
Simetria Advisory Group LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Simetria Advisory Group LLC | Miami, FL | 202 | 68th | 2025-11-18 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.