# SYMPHONY FINANCIAL SERVICES, INC.

SYMPHONY FINANCIAL SERVICES, INC. of AKRON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 125058
- Type: SEC-registered investment adviser
- SEC file number: 801-63300
- Location: 4100 EMBASSY PARKWAY, SUITE 100, AKRON, OH, 44333
- Phone: 330-434-2000
- Latest filing: 2026-02-25
- Regulatory AUM: $428.7M
- Discretionary AUM: $344.7M
- Non-discretionary AUM: $84.0M
- Clients: 7
- Accounts: 1,312

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| John Y Kim | PRESIDENT | — |
| Craig Michael Small | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| KIM JOHN Y | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| CANFIELD ROSALIE JEAN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| SMALL CRAIG MICHAEL | VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125058/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125058/similar
- Related entities: https://search.stillhousedata.com/firm/125058/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125058

---

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.