# FINANCIAL SYMMETRY INCORPORATED

FINANCIAL SYMMETRY INCORPORATED of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118443
- Type: SEC-registered investment adviser
- SEC file number: 801-62698
- Location: 5438 WADE PARK BLVD, SUITE 310, RALEIGH, NC, 27607
- Phone: 919-851-8200
- Latest filing: 2026-05-27
- Regulatory AUM: $1.5B
- Discretionary AUM: $948.9M
- Non-discretionary AUM: $591.7M
- Clients: 35
- Accounts: 5,370

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (31)

_Showing 25 of 31 people._

| Name | Role | Location |
| --- | --- | --- |
| William Alexander Ramsay | PRESIDENT- CHIEF COMPLIANCE OFFICER | — |
| Micheal C Smith | PRINCIPAL | — |
| Allison Marie Berger | PRINCIPAL | — |
| William Douglas Holt | PRINCIPAL | — |
| Michael Barry Eklund | PRINCIPAL | — |
| Heather Sue Gudac | SECRETARY, COO | — |
| Cameron Hill Hendricks | PRINCIPAL | — |
| Grace Rooth Kvantas | PRINCIPAL | — |
| Grayson Edward Blazek | PRINCIPAL | — |
| Haley Jo Modlin | PRINCIPAL | — |
| Angela Rose Keeley-White | PRINCIPAL | — |
| Colton Morgan Tickle | PRINCIPAL | — |
| Darian Chantel Billingsley | PRINCIPAL | — |
| Christian Aurelio Polanco | PRINCIPAL | — |
| Garrick Michael King | PRINCIPAL | — |
| Niamh Douglas | PRINCIPAL | — |
| Meredith Keel | PRINCIPAL | Raleigh, NC |
| Richelle Morats | PRINCIPAL | — |
| SMITH ANDREW C | PRINCIPAL; SECRETARY | — |
| RAMSAY WILLIAM ALEXANDER | PRESIDENT; PRESIDENT- CHIEF COMPLIANCE OFFICER | — |
| HOLT GRADY DOUGLAS | PRINCIPAL | — |
| BERGER ESTHER MARIE | PRINCIPAL | — |
| EKLUND MICHAEL BARRY | PRINCIPAL | — |
| GUDAC HEATHER SUE | SECRETARY; SECRETARY, COO | — |
| HENDRICKS CAMERON HILL | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118443/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118443/similar
- Related entities: https://search.stillhousedata.com/firm/118443/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118443

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.